What is Holistic Planning?
Did you know that estate planning can preserve our assets as well as protect our health needs and our families? Holistic estate planning is the process of planning to age well and live well. It involves much more than simply preparing a will or trust. Holistic Estate planning is productive and empowering. It involves collaboration strategies among trusted advisors working toward the client's ultimate good.
What Our Clients Are Saying
We recently used the Estate Planning services of attorney Robert Greeley. He was highly recommended by a friend, and we were so happy that we went with the recommendation. Attorney Greeley was very professional. He was very clear about his service at the consultation. There were no surprises. We found him to be friendly, thorough, and engaging during the whole process. We felt very comfortable (he made sure of that from the very beginning) when we decided to go forward with him. He was readily available and responded immediately whenever we needed to talk to him. Attorney Greeley delivered and completed an excellent service! We highly recommend him to anyone who is interested in estate planning services. You will be elated!
Soledad S.
Source: Yelp
March 3, 2019Robert is a godsend. Impeccable bedside manner: sweet, patient, and thorough. Reasonably priced. Whenever I email him with questions, he is prompt to respond and open to talking even during non-traditional office hours. He has done research without charging me. Robert is the kind of lawyer that will change your mind about why lawyers exist and what they contribute to society.
Sophie R.
Source: Yelp
April 8, 2019We recently selected Mr. Greeley for estate planning services that included creating a trust, property deed transfers, wills, healthcare directives, etc. We found him to be extremely knowledgeable, sensitively asking very clear and direct questions that facilitated the discussions necessary for good estate planning.
Mr. Greeley was very responsive throughout the process, following up with out-of-state agencies (we have assets in three states) when necessary in order to complete the process. He was always easy to reach, returning phone calls and emails promptly, and addressing concerns and/or questions quickly. We highly recommend his services.
Tony R.
Source: Yelp
October 4, 2018Due to the complexity of our living trust, multiple assets and a blended family, Robert was able to come up with very creative solutions to meet our goals and wishes. He was very detailed and well organized. He was very patient with us and he went out of his way to explain things in simple terms, always available by phone or email. He even took a call on a Sunday night to answer all our questions. He followed up with us after the signing till the last deed was recorded and received. We highly recommend him!
Monica C.
Source: Yelp
April 20, 2018My husband and I recently had Robert prepare our living trust. He helped guide us through the process every step of the way. He did a thorough and professional job and was very knowledgeable about all aspects of estate planning. He was very prompt in completing the trust and helped advise us about subsequent steps we need to take upon its completion. He is now helping my elderly parents prepare their trust, and they are equally pleased with his guidance.
Diana M.
Source: Yelp
September 5, 2016
We recently used the Estate Planning services of attorney Robert Greeley. He was highly recommended by a friend, and we were so happy that we went with the recommendation. Attorney Greeley was very professional. He was very clear about his service at the consultation. There were no surprises. We found him to be friendly, thorough, and engaging during the whole process. We felt very comfortable (he made sure of that from the very beginning) when we decided to go forward with him. He was readily available and responded immediately whenever we needed to talk to him. Attorney Greeley delivered and completed an excellent service! We highly recommend him to anyone who is interested in estate planning services. You will be elated!
Soledad S.
Source: Yelp
March 3, 2019Robert is a godsend. Impeccable bedside manner: sweet, patient, and thorough. Reasonably priced. Whenever I email him with questions, he is prompt to respond and open to talking even during non-traditional office hours. He has done research without charging me. Robert is the kind of lawyer that will change your mind about why lawyers exist and what they contribute to society.
Sophie R.
Source: Yelp
April 8, 2019We recently selected Mr. Greeley for estate planning services that included creating a trust, property deed transfers, wills, healthcare directives, etc. We found him to be extremely knowledgeable, sensitively asking very clear and direct questions that facilitated the discussions necessary for good estate planning.
Mr. Greeley was very responsive throughout the process, following up with out-of-state agencies (we have assets in three states) when necessary in order to complete the process. He was always easy to reach, returning phone calls and emails promptly, and addressing concerns and/or questions quickly. We highly recommend his services.
Tony R.
Source: Yelp
October 4, 2018Due to the complexity of our living trust, multiple assets and a blended family, Robert was able to come up with very creative solutions to meet our goals and wishes. He was very detailed and well organized. He was very patient with us and he went out of his way to explain things in simple terms, always available by phone or email. He even took a call on a Sunday night to answer all our questions. He followed up with us after the signing till the last deed was recorded and received. We highly recommend him!
Monica C.
Source: Yelp
April 20, 2018My husband and I recently had Robert prepare our living trust. He helped guide us through the process every step of the way. He did a thorough and professional job and was very knowledgeable about all aspects of estate planning. He was very prompt in completing the trust and helped advise us about subsequent steps we need to take upon its completion. He is now helping my elderly parents prepare their trust, and they are equally pleased with his guidance.
Diana M.
Source: Yelp
September 5, 2016
What Our Clients Are Saying
Robert is a godsend. Impeccable bedside manner: sweet, patient, and thorough. Reasonably priced. Whenever I email him with questions, he is prompt to respond and open to talking even during non-traditional office hours. He has done research without charging me. Robert is the kind of lawyer that will change your mind about why lawyers exist and what they contribute to society.
Sophie R.
Source: Yelp
April 8, 2019We recently used the Estate Planning services of attorney Robert Greeley. He was highly recommended by a friend, and we were so happy that we went with the recommendation. Attorney Greeley was very professional. He was very clear about his service at the consultation. There were no surprises. We found him to be friendly, thorough, and engaging during the whole process. We felt very comfortable (he made sure of that from the very beginning) when we decided to go forward with him. He was readily available and responded immediately whenever we needed to talk to him. Attorney Greeley delivered and completed an excellent service! We highly recommend him to anyone who is interested in estate planning services. You will be elated!
Soledad S.
Source: Yelp
March 3, 2019We recently selected Mr. Greeley for estate planning services that included creating a trust, property deed transfers, wills, healthcare directives, etc. We found him to be extremely knowledgeable, sensitively asking very clear and direct questions that facilitated the discussions necessary for good estate planning.
Mr. Greeley was very responsive throughout the process, following up with out-of-state agencies (we have assets in three states) when necessary in order to complete the process. He was always easy to reach, returning phone calls and emails promptly, and addressing concerns and/or questions quickly. We highly recommend his services.
Tony R.
Source: Yelp
October 4, 2018Due to the complexity of our living trust, multiple assets and a blended family, Robert was able to come up with very creative solutions to meet our goals and wishes. He was very detailed and well organized. He was very patient with us and he went out of his way to explain things in simple terms, always available by phone or email. He even took a call on a Sunday night to answer all our questions. He followed up with us after the signing till the last deed was recorded and received. We highly recommend him!
Monica C.
Source: Yelp
April 20, 2018My husband and I recently had Robert prepare our living trust. He helped guide us through the process every step of the way. He did a thorough and professional job and was very knowledgeable about all aspects of estate planning. He was very prompt in completing the trust and helped advise us about subsequent steps we need to take upon its completion. He is now helping my elderly parents prepare their trust, and they are equally pleased with his guidance.
Diana M.
Source: Yelp
September 5, 2016
Robert is a godsend. Impeccable bedside manner: sweet, patient, and thorough. Reasonably priced. Whenever I email him with questions, he is prompt to respond and open to talking even during non-traditional office hours. He has done research without charging me. Robert is the kind of lawyer that will change your mind about why lawyers exist and what they contribute to society.
Sophie R.
Source: Yelp
April 8, 2019We recently used the Estate Planning services of attorney Robert Greeley. He was highly recommended by a friend, and we were so happy that we went with the recommendation. Attorney Greeley was very professional. He was very clear about his service at the consultation. There were no surprises. We found him to be friendly, thorough, and engaging during the whole process. We felt very comfortable (he made sure of that from the very beginning) when we decided to go forward with him. He was readily available and responded immediately whenever we needed to talk to him. Attorney Greeley delivered and completed an excellent service! We highly recommend him to anyone who is interested in estate planning services. You will be elated!
Soledad S.
Source: Yelp
March 3, 2019We recently selected Mr. Greeley for estate planning services that included creating a trust, property deed transfers, wills, healthcare directives, etc. We found him to be extremely knowledgeable, sensitively asking very clear and direct questions that facilitated the discussions necessary for good estate planning.
Mr. Greeley was very responsive throughout the process, following up with out-of-state agencies (we have assets in three states) when necessary in order to complete the process. He was always easy to reach, returning phone calls and emails promptly, and addressing concerns and/or questions quickly. We highly recommend his services.
Tony R.
Source: Yelp
October 4, 2018Due to the complexity of our living trust, multiple assets and a blended family, Robert was able to come up with very creative solutions to meet our goals and wishes. He was very detailed and well organized. He was very patient with us and he went out of his way to explain things in simple terms, always available by phone or email. He even took a call on a Sunday night to answer all our questions. He followed up with us after the signing till the last deed was recorded and received. We highly recommend him!
Monica C.
Source: Yelp
April 20, 2018My husband and I recently had Robert prepare our living trust. He helped guide us through the process every step of the way. He did a thorough and professional job and was very knowledgeable about all aspects of estate planning. He was very prompt in completing the trust and helped advise us about subsequent steps we need to take upon its completion. He is now helping my elderly parents prepare their trust, and they are equally pleased with his guidance.
Diana M.
Source: Yelp
September 5, 2016
Robert is a godsend. Impeccable bedside manner: sweet, patient, and thorough. Reasonably priced. Whenever I email him with questions, he is prompt to respond and open to talking even during non-traditional office hours. He has done research without charging me. Robert is the kind of lawyer that will change your mind about why lawyers exist and what they contribute to society.
Sophie R.
Source: Yelp
April 8, 2019We recently used the Estate Planning services of attorney Robert Greeley. He was highly recommended by a friend, and we were so happy that we went with the recommendation. Attorney Greeley was very professional. He was very clear about his service at the consultation. There were no surprises. We found him to be friendly, thorough, and engaging during the whole process. We felt very comfortable (he made sure of that from the very beginning) when we decided to go forward with him. He was readily available and responded immediately whenever we needed to talk to him. Attorney Greeley delivered and completed an excellent service! We highly recommend him to anyone who is interested in estate planning services. You will be elated!
Soledad S.
Source: Yelp
March 3, 2019We recently selected Mr. Greeley for estate planning services that included creating a trust, property deed transfers, wills, healthcare directives, etc. We found him to be extremely knowledgeable, sensitively asking very clear and direct questions that facilitated the discussions necessary for good estate planning.
Mr. Greeley was very responsive throughout the process, following up with out-of-state agencies (we have assets in three states) when necessary in order to complete the process. He was always easy to reach, returning phone calls and emails promptly, and addressing concerns and/or questions quickly. We highly recommend his services.
Tony R.
Source: Yelp
October 4, 2018Due to the complexity of our living trust, multiple assets and a blended family, Robert was able to come up with very creative solutions to meet our goals and wishes. He was very detailed and well organized. He was very patient with us and he went out of his way to explain things in simple terms, always available by phone or email. He even took a call on a Sunday night to answer all our questions. He followed up with us after the signing till the last deed was recorded and received. We highly recommend him!
Monica C.
Source: Yelp
April 20, 2018My husband and I recently had Robert prepare our living trust. He helped guide us through the process every step of the way. He did a thorough and professional job and was very knowledgeable about all aspects of estate planning. He was very prompt in completing the trust and helped advise us about subsequent steps we need to take upon its completion. He is now helping my elderly parents prepare their trust, and they are equally pleased with his guidance.
Diana M.
Source: Yelp
September 5, 2016
Our Mission
We are passionate about our work and strive to ensure that our clients secure their own futures while arranging to pass their legacy, values, wishes, and resources peacefully to their loved ones and favorite charities.
We are passionate about our work and strive to ensure that our clients secure their own futures while arranging to pass their legacy, values, wishes, and resources peacefully to their loved ones and favorite charities.
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