Estate Planning

 
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How We Help

You are unique. You have hopes

and concerns for your future and the future of your loved ones.

That’s why we start each plan

with a conversation.

We take the time to get to know

you and your specific needs

so that we can help you design

a plan that is both strategic

and personalized.

How can we help YOU?

An estate plan is more than just papers in a binder. Yes, a good estate plan should have all the appropriate documents in place, but we believe it should also be about love, memories and guidance.

Click here to learn more about our unique new way of leaving a priceless gift for your family. We call it the Legacy Video.

 
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Please click here to access the Personal Information Form that will be needed for your appointment. One option is to print and complete this document by hand, but if you choose to complete this fillable form online, then you must download and save this document to your desktop first. After that step is complete, then you may access the saved download from your desktop, complete the form and then save your changes.

Please bring the completed form with you to your appointment or upload the saved document using our secure file share system.

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Contact Us

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5115 Parkcenter Ave., Suite 275

Dublin, Ohio 43017

Tel: 614.760.1801   Fax: 614.889.5250

Click here to find us on a map.

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If you need immediate assistance during normal business hours, please call us at 614.760.1801.  For any general inquiries, please complete this form and we will contact you within five business days:

©2018 Resch, Root, Philipps & Graham, LLC. All rights reserved. Disclaimer

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