We won't delve into legal advice. Instead, we'll engage in a 15-minute conversation focused on getting to know you better, answer any initial questions you may have, share our process on how we work with our clients, and outline how we ...

The purpose of this call is to gather information about how we can help. There is no fee, and we will call you at the time you choose. PLEASE NOTE: we will not be able to render legal advice during the call.

During your Session we'll go through your specific family and financial situation, goals, questions, and concerns. You'll get financially organized, too. Please note, you'll get a homework package to complete and return to us beforehand ...

It is very important we complete this part of the planning phase. During your Binder Presentation Meeting, we will review your overall estate plan and your Estate Planning binder. We will also discuss any questions you may have, so t ...

The primary objective of your Signing Ceremony is to walk you through your plan and your decisions, and guide you to sign your documents, while acknowledging the celebratory nature and gravitas of the event.