Estate Planning Our clients drive the estate planning process. It's all about you. When it comes to estate planning, there is no "one size fits all." Each estate plan must be carefully constructed around you, your family and with your desired outcome in mind.Our role in estate planning is to help guide our clients through the process, to bring in relevant expertise and counsel, to see that your objectives are met and your plan is completed. We believe in protecting your wealth and protecting your legacy.