Client Resources

Request a Meeting

Our team looks forward to continuing our lifetime relationship with you to ensure that you’re covered in light of changing estate tax laws, attacks on family assets, and evolving dynamics among named beneficiaries and representatives. To indicate your interest in scheduling a meeting with McManus & Associates, please fill out the form on the following page.
Request a meeting ⟩

Document Descriptions

Our signature documents provide the most advanced estate planning strategies for our clients.
Learn more ⟩

Post Execution Survey

We invite you to share thoughts on your experience working with McManus & Associates for your estate planning matters. Exceeding your expectations is always our aim.
Share your thoughts ⟩