PRIVETTE LEGACY PLANNING

Privette Legacy Planning is a small firm, and there will be times when all of us are busy assisting clients. We believe our clients deserve our undivided attention, so we generally do not interrupt meetings to take phone calls. Our promise, though, is that if you leave us a message, we will get back to you in a timely manner either by phone or e-mail. We make it a point to stay in contact with our clients. In fact, many times we are the ones reaching out to clients saying "we haven't heard from you" rather than the other way around. Aside from typical avenues of communication, we also invite clients and friends of the firm to connect by engaging with us on social media, subscribing to our monthly newsletter, and subscribing to our blog... At Privette Legacy Planning, there will be no sticker shock. Most of the cases we handle are based on a flat fee, and that fee typically is presented to clients at the end of the initial consultation. Estate planning is an investment in your family's..

Primary location: Cary United States