Planning with MILESTONE - Build Your Future with Intention

MILESTONE believes estate planning is more than a stack of legal documents.  It's a deeply personal process of reflection, intention, and care. Our commitment is to guide individuals and families through this process with clarity, empathy, and respect—so that the plans they create are meaningful, legally sound, and truly their own.

We start by listening — because the most effective legal advice begins with genuine human connection. We take the time to know our clients and the people they love, recognizing that every estate plan exists within a broader landscape of relationships, timing, and life transitions.

Our approach combines legal expertise with personal insight. We educate our clients on a range  of legal issues that touch upon their specific circumstances - empowering them to make informed decisions with confidence and agency. Every plan we create is unique—built from the ground up to reflect each client’s values, goals, and circumstances.

But we don’t stop at drafting. We believe a true estate plan must be implemented thoughtfully: with correct titling, meaningful conversations, and proper delivery of documents to the right people and institutions. That’s how plans become real—and how they work when they’re needed most.

Our team is the heart of our firm. We hire people who love what we do and who care deeply about our clients—even the difficult ones. We value initiative, resourcefulness, and kindness. In return, we offer loyalty, support, and a workplace where each person can grow into their potential and contribute their unique gifts.

We are here to serve—with integrity, intelligence, and compassion. And we’re proud to walk alongside our clients as they build plans that reflect the lives they’ve lived and the legacies they hope to leave.