Payment Portal

We are constantly striving to improve and streamline our process for our clients. For that reason, we have partnered with to start securely accepting online payment for our flat-fee planning clients

Make a Payment!
This option is currently only available for flat fee estate planning clients (tree plans). We accept Visa, Mastercard, Discover and eCheck payments. Please be sure to fill out the form completely, including your invoice number in the reference field. 
 If you are paying for hourly services with a retainer, please contact the office.