Your documents lead. I don't give legal, tax or medical advice, and I don't touch the will or the directive.
If you run a family office or a principal's private staff and you're looking into this on their behalf, write to me directly. I'll send fees and a one-page overview without you having to book anything.
With their written permission I'll coordinate with you, so the book sits beside what you've already drafted. Without it, you won't hear from me.
I don't pay referral fees, and I won't put you in the position of declining one. Send someone to me when it's right for them.
Every client signs an NDA that covers anyone working with me. Answers are kept in Proton, end-to-end encrypted. Nothing goes through email. Names are never shared, including after death.
Nothing is stranded. The book is already in their hands and their healthcare proxy's, and records are released or permanently deleted exactly as instructed. A successor is named, and the NDA covers her. Whether she continues is your client's decision, not mine. If they'd rather stop, unused fees are returned. They engaged me, not a firm.
Only a few engagements run at once, so someone you send may have to wait.
Fees and a one-page overview on request.
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