When people work with Peak Legal Group, they are pleasantly surprised at the level of personal attention, responsiveness, and custom-tailored guidance they receive. Unlike some firms or online providers that churn out cookie-cutter, “one size fits all” documents, we understand that effective planning (whether it’s estate planning, business planning, or long-term care planning) requires much more than simply filling in blanks.
When you work with us, we take the time to really get to know you and to learn about your hopes, your goals, and your concerns. We find out where you stand on questions and issues you may not have considered before, and we walk you through every step of the planning process.
In other words, we won’t simply draft you a will or trust then send you on your way. Rather, we will examine your situation in its entirety, educate you on the many components that go into a well-rounded legal plan, and help you determine which of those components should be a part of your plan. Once we have taken those steps and ensured your questions are answered, we will draft all the necessary documents to turn your plan into a reality.
The way we see it, no two legal plans should ever be exactly the same. After all, no two families have the exact same needs. Your plan should be a reflection of your life, and it should change and grow as you do.
When we set out to establish Peak Legal Group, we decided to focus our practice solely on planning services. That way, we could commit to expanding our expertise even further and offering our clients, even more, support for all their planning needs. As we look to the future, we will continue to choose personalized, high-quality planning service over splitting our focus between a multitude of practice areas.
We don’t appreciate being “nickel and dimed,” and we know you don’t either. That’s why we perform our services on a flat-fee basis, agreed to up front, so there are no surprises.
When your initial planning is complete, we conduct regular check-ins at no extra charge to make sure your plans continue to work and to make updates if your circumstances have changed.
Sometimes, even the smallest reminder of a loved one can make us smile. Each time we meet, we will offer you the option of recording a short video for your family to enjoy in the future.
We’re on a mission to help Pennsylvania residents get true peace of mind. We do this by guiding them through the planning process from start to finish and keeping the line of communication open so they know they can call whenever they have a question or concern. If you’re looking to add a little more certainty to your future, we encourage you to give us a call. Together, we can put together a plan that makes sense for you.