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. Or, maybe you are the family member or close friend of a loved one, and something has happened and now you need advice. If so, our hearts are with you, and we will do our best to help you keep things as easy as possible.
There are two options for you to get our support
Choose the one that's best for you
Free 15-Minute Phone Consult
Choose this option if you need quick guidance on whether a more in-depth meeting is right for you.
Family Legacy Planning Session
During your Family Legacy Planning Session we will walk through what would happen to you and your family if something were to happen to you so that we may identify what changes are needed and design a plan to address those changes. You will submit some information about you and your family in advanced so that we can hit the ground running and begin designing your personalized estate plan.