Big corporations call this part of their website the Mission, Vision, and Ethics statements.  We are NOT a big corporation…on purpose!  Our firm has a Mission Statement and what we like to call our Core Values – the main principles that guides our goals for each client.  Check them out!

Mission Statement 

It is the mission of TLC Estate Planning is to help clients achieve peace of mind when it comes to the two most important things in their lives – the people they love and the assets they have. We believe estate planning is more than just wills or trusts. We take time to listen and understand our client’s desire to leave a legacy as an act of love, and customize an effective solution that directly responds to their wishes. We believe in creating and maintaining a positive, friendly environment focused on personal customer service. As a result, we provide top quality estate planning and related services delivered with personalized care.


Core Values
You remember the phrase, “You reap what you sow,” we define REAP to mean:

Relationships: We know no two families are alike. That’s why we take the time to get to know our clients so we can provide customized and personal advice to accomplish their specific goals and objectives. Because we know we cannot do it alone, we strive to build great relationships with other professional advisors so that together, as a team, we can deliver the best service and expertise to our clients and their families. We strive to provide our clients with a sense of peace and comfort knowing their complete estate plan is the best for their family.

Education: We continually stay up to date with law changes, innovative planning techniques, and new planning trends in order to best serve our clients. We see our role with our clients as both advisor and educator. At the end of the day, our clients have an understanding of all their options so they can have the confidence to know they chose the right plan for their estate.

Achievable Excellence: We take great pride in the work we do. We are committed to providing excellent personal service to our clients. We utilize all our resources – from the latest technology to the “tried and true methods” of estate planning – to help us deliver consistent quality to all of our clients.

Personal Care: We impress upon our clients the importance of systematic reviews of any estate plan. “The only thing that is constant…is change!” Remember this quote? We know that laws change, our client’s lives and assets change, and the lives of the people they love change. All of this impacts your estate planning. All plans require review and updates so they work when they are needed most! To aid our clients in this process, we set up review dates before they leave the office. Our clients can change their plan at any time, but regular scheduled times simplifies the important review process, and, in this way, we become our client’s advisor for life!


If you would like to become part of our family of clients, please give us a call or email!