• Introduction Page
• YOUR CHALLENGE
• YOUR OPPORTUNITY
• HOW WE HELP
• FIRST STEP
• ADDITIONAL INFORMATION

  Additional Information

  • Our Principles
  • About Dave Bohl
  • Fees
  • Client Story #1
  • Client Story #2

  Frequently Asked Questions

  • 1) I have worked with a top law firm to create wills and trusts. Why do I need to work with you?
  • 2) What kinds of issues are addressed by a Letter of Direction to Trustees?
  • 3) What is the legal impact of the Letter of Direction to Trustees?
  • 4) How many meetings are generally required?
  • 5) How long does the process take?

5) How long does the process take?

There is a lot of intense work to be accomplished in this process. In our experience it is best tackled in a compressed time period. That may be as short as a few weeks. We become concerned if the process lasts more than eight weeks so we strive to complete projects within that time period.