We are a trust and estate law firm dedicated exclusively to counseling Maine individuals, couples and multi-generational families with some of life’s most important decisions and challenges — planning for the care of loved ones and the distribution of assets, a responsibility that extends beyond the lives of our clients.

It is a privilege to work with our clients to create their unique plan and to carry out the plan with precision and compassion in the event of incapacity and after death. Our thorough knowledge of the law, fluency with tax issues and sensitivity to our clients’ concerns make it possible for us to assist them creatively and efficiently.

Our Values

  • Taking special care to listen and understand our clients’ needs and thoroughly assess their unique situation and goals.

  • Delivering creative and custom solutions that match a client's situation.

  • Making certain that our clients fully understand their options.

  • Working efficiently to deliver excellent services at reasonable cost.

Our Office

We designed our physical work environment to support our core values. Located in an historic building near the heart of Portland's Old Port district, we offer clients easy access and ample parking. We have created a serene interior workspace where we can interact efficiently and collaboratively and where clients feel relaxed and comfortable.

Our Network

With access to an extended network of legal and financial professionals in Maine and beyond, we are able to offer our clients prompt referrals when their special needs require professional services beyond those of our law firm. For clients with assets in other states or countries, we work seamlessly with counsel in those jurisdictions. Conversely, many firms outside Maine regularly seek our counsel in connection with Maine law issues.