We offer in person and online notary public services for documents like wills, powers of attorney, and asset transfer forms.
We assist with financial planning, exploring investment options, and selecting the right living and care homes tailored to your needs.
Our experts guide you through the transfer of assets such as vehicles and real estate to beneficiaries or retirement facilities.
We help organize and manage estate documents to ensure a smooth transition and prevent any complications.
Stay informed with our workshops on retirement and estate planning.
Stay informed with our workshops on retirement and estate planning.
At White Phoenix Advisors, we specialize in providing comprehensive estate and end-of-life planning services. Our mission is to guide you through the complex processes involved in planning for the future, ensuring peace of mind for you and your loved ones knowing that a clear plan is in place and practice.
Managing Partner
Paralegal & Notary
Relocation Specialist
Estate Administrator
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