Even "must have" DOCUMENTS ARE NOT ENOUGH
The trusted advisor your family can turn to through life, and beyond.
In the event of your incapacity or death, your estate planning binder, will or trust won't be there to guide your family. Instead, you want to leave your loved ones with the support and guidance of a trusted advisor that you have built relationship with throughout your lifetime.
Your PFL gets to know the nuances of your family dynamics and your assets and how the law and economy will impact what matters most to you.
Your PFL will be there for you throughout your life and for your loved ones when you can’t be.