Workshops
Putting Your Legacy on Cruise Control
Event information coming soon!
Experiences From Our Happy Clients
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“I've had the pleasure of knowing Josh for 9 years and he and his staff are wonderful. I would highly recommend this firm.”- Kathie M.
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We are so thankful to Josh Dorcey and his staff for managing our Trust and estate affairs. As a APP member, we especially appreciate the seminars on essential information they share with us. Love the newsletters and especially the family recipes they share! Great firm!- Kathleen W.
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Estate planning and asset protection tailored to meet your needs. Auto-Pilot Planning Program is an additional annual cost but provides seminars, annual updates, and other benefits for the trustees and family.- Lisa T.
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“Excellent staff, thorough in preparation and execution of our trust.”- Terri Hermann