The 20-minute initial phone call is designed as a simple way for you to get to know us, and for our team to learn more about your unique estate planning needs. Please select a time that is convenient for you. We look forward to meeting you!
A Quick And Easy Consultation
Be assured that there is no obligation to hire us during your call or appointment. The purpose of this call is to discuss your goals, answer questions, and provide more information about our services.
Fill Out The Worksheet
After scheduling your Estate Planning Session, we’ll send you a packet containing your Estate Planning Worksheet and additional information about our services. This worksheet is a helpful questionnaire designed to organize the important family and financial information needed to customize your estate plan. Don’t worry, this information will remain confidential.
By completing the “homework” in advance, we will make the most efficient use of our time during the planning session. We kindly ask that you complete and return the Worksheet to us at least three days before your scheduled planning session.
Attend Your Estate Planning Session
During your two-hour Session, we will explore “what may happen” to those you love and the things that you own, if anything were to happen to you under your current plan. For some, there may not be a plan in place at all. In that case, we can identify and discuss what can or should be addressed to get your affairs in order according to your wishes.
For those with a comprehensive plan already in place, you will leave with the peace of knowing that additional planning is not necessary until your family dynamics, financial circumstances, or assets have changed.