Workshops
Putting Your Legacy on Cruise Control
Event information coming soon!
Experiences From Our Happy Clients
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“Very accommodating in helping us coordinate our schedule. Knowledgeable people with a client mindset.”- Robert A.
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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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- 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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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.