ABOUT
Build Credibility And
Personal Connection.
At Casey Estate & Business Planning, our mission is to simplify the complex world of estate and business planning. We believe that protecting your assets.
OUR STORY
Built on Trust, Guided by Purpose
Every lasting legacy begins with a story — and ours is one of commitment, compassion, and clarity.
Casey Estate & Business Planning was founded with a simple vision: to make estate and business planning more approachable, personal, and effective for families and entrepreneurs. What started as a small local practice has grown into a trusted firm serving clients across the region, built entirely on relationships and results.
From the beginning, our mission has been to remove the uncertainty that surrounds planning for the future.
MEET OUR TEAM
Meet the Team Behind Your Legacy
At Casey Estate & Business Planning, our greatest strength lies in our people. Our attorneys, advisors, and support staff work together to deliver more than legal solutions — we provide clarity, confidence, and care at every step of your planning journey.
Each member of our team shares a common goal: to help you protect what matters most through personalized, forward-thinking strategies. With decades of combined experience across estate law.
OUR PROCESS
Guiding You Every Step
of the Way
A thoughtful, step-by-step approach to protecting your wealth, your family, and your future. At Casey Estate & Business Planning, we believe clarity and confidence come from a process that’s as personal.
1. Initial Consultation
Our attorneys craft a customized estate or business plan designed to protect your assets and preserve.
2. Tailored Strategy
Our attorneys craft a customized estate or business plan designed to protect your assets and preserve.
3. Review & Implement
We walk you through the plan in detail, answering questions and making adjustments until everything.
ANNOUNCEMENT & UPDATES
Announcements &
Updates
