We make it easy to get started. Just do it (in less than an hour).
Getting started is the most difficult part of setting-up an estate plan or figuring out where to start after someone passes away. Now that you are here, you are on your way! The first step is to contact us to schedule a complimentary 15-20 minute telephone call with one of our attorneys. We will answer any initial questions you have about working with us and explain our services, process, and fees.
Before our call, please explore Our Approach and Our Estate Planning Process to familiarize yourself with our firm and how we provide extraordinary services. We will explain our fees on our call.
After our initial call, we will send you a Questionnaire to complete and return. The Questionnaire is confidential and should take about 30 minutes to fill-out. AFTER we receive the Questionnaire, we will contact you to schedule our first in-person meeting. For estate planning, this begins Phase 1 of our journey together. To learn about all 4 Phases of our Estate Planning Process, click here.
We welcome you to invite your financial advisor and other trusted persons to join our meeting. Proactive collaboration is part of the extraordinary service we provide.
Chat with us about your situation. We will answer
your questions and explain our services, process, and fees
After we receive
we will schedule an