Why Choose Us? Print E-mail

     1.  Davis Schilken, PC is a boutique planning law firm, not a general practice firm.  The legal care and services we provide
          are concentrated in estate planning, sophisticated tax planning, charitable estate planning, private foundations, family limited
          partnerships, asset protection planning, exit planning, and business planning.

     2.  Our attorneys and support staff focus solely on the legal areas above. As a result, we are able to ensure the highest quality
          product and the most knowledgeable staff. Please take a few moments to review our 18 Critical Factors for Choosing an
          Attorney
.

     3.  We offer pressure-free, no-obligation initial consultations where we listen and help you identify objectives and ultimate goals.  

     4.  Our plans are highly customizable and we do not use a one-size-fits-all approach to planning.  People are unique and so are
          their planning needs.  

     5.  Our attorneys are knowledgeable, having not only a juris doctorate, but also advanced business degrees and master's degrees
          in tax.  Our attorneys are all accomplished lecturers who present popular board-approved classes to financial professionals on
          a wide range of estate and business planning topics.
 
     6.  We welcome your other trusted advisors to participate in your planning with us.  CPAs, Financial Advisors, and Insurance
          Professionals are always welcome and their input is highly appreciated.   

     7.  We have created a cost-effective way to not only keep your plans updated but also for you to communicate with us because
          we understand no client likes to receive a bill each time they communicate with their lawyer.  Our Client Care Membership
          Program™ provides 8 benefits to clients for one low annual fixed fee.
          Click here to review our our Client Care Membership Program™.

     8.  We provide family meetings to assist your loved ones in understanding your plan and their role (if they have one) in your plan.

     9.  Time & Cost: Our foundational estate plans are completed within a 30 day time frame on a fixed-price basis depending upon the
          type and complexity of the plan being developed, the assets you own, the extent of tax planning involved, and the planning
          options you choose to include.  

    10.  Asset Integration.  We have a team of people responsible for assisting clients with the funding of assets into trusts using a unit
           rate, fixed-price fee schedule.  Funding is a service most law firms do not offer, nor do most firms teach clients how to do this.
           At our firm, we do both.

We look forward to seeing you and your family soon!

18 Critical Factors for Choosing an Attorney