Purposeful Estate Planning for the Multi-Millionaire Next Door®

Our Purpose:
To enhance the building and maintenance of family wealth in all forms across generations through an ongoing client relationship and estate planning process.
Our Values:
  • Client relationships and mutual understanding built over years and decades, not transactions at single points in time.
  • Equally prioritizing legal skill and client understanding and empathy.
  • Always elevating, collaborating with and honoring our clients’ other trusted advisors.
  • Continual improvement for team members and firm systems to improve the client experience and estate planning outcome; strengthen the firm for the benefit of its clients, their other trusted advisors and the firm’s team members.
Our Approach:
We engage with multi-millionaires next door over years and decades (not single transactions) to build on financial successes and overcome obstacles to maximize the transition of wealth in all its forms across generations. We listen to our client’s needs and desires; customize our care and provide sound legal advice for a client-focused legacy for future generations.
Our Attorney:
Curtis is known for empathy, enthusiasm and practicality in building estate plans together with families. Our team follows this leadership with matching enthusiastic engagement.

Kaiser Law Group helps people die happy!