Schedule
Hiring a trusted counselor for you and your family should not be as impossible as it seems. We promise to deliver the advice you want, the legal protections you need, all in a relationship you can trust.
Schedule Below
Schedule A Consultation
Congratulations. I'm assuming you made it to this page because you want to talk with us about how you can keep your family out of court or out of conflict when something happens to you.
We know your time is valuable so we have designed a simple and streamlined three-step process for you to get educated before meeting with us. If you would rather chat please click on the 15-minute links below.
Family Wealth Planning Session
We will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default plan for your family and your assets. You will submit your family details in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan.
Note: We require a credit card to hold your appointment slot. Nothing will be charged except in cases of last-minute cancellations (less than 24 hour notice) or no-shows. There is a $250 charge for no-shows or less than 24 hour notice.
or, Send us a message
Please complete the form below if you would rather connect by email. The staff will respond within 48 hours. Please do not send personal info, including bank accounts, usernames, passwords, or other sensitive information.
WELCOME TO OUR UNIQUE PROCESS
Avoid The Six Mistakes Most Families Make When Choosing An Estate Planning Attorney
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