Workshops
Putting Your Legacy on Cruise Control
Event information coming soon!
Experiences From Our Happy Clients
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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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- Collon B.
Josh Dorcey prepared our Trust and all the accompanying pieces. He is informative, pleasant, intelligent, and easy to connect with. Would highly recommend.
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So far, meeting all our needs. Josh is very experienced and we feel comfortable with his advice and recommendations. Friendly staff and voted in top 10 best places to work.- Harry N.
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Josh was recommended to us by a family member. We already had trusts from another state, and he modified them for Florida and added documents to further protect our assets. He and his staff are extremely responsive and knowledgeable. Check out their APP!- Joan W.