Workshops
Putting Your Legacy on Cruise Control
Event information coming soon!
Experiences From Our Happy Clients
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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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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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“Mike Scott and his team of professionals regard every matter that comes through their doors as their own.”- Shane A.
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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.