Hey, 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 easeful as possible.

THERE ARE THREE OPTIONS FOR YOU TO GET OUR SUPPORT.

Schedule Free 15-Minute Phone Consultation

Choose this option for an introductory call with our office to learn more about us and to determine whether a more in-depth meeting is right for you.

Schedule 2-Hour 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.

Schedule 2-Hours Existing Estate Plan Review

We will review your existing plan. We will go over how your plan would cover you and your family today if something happened to you. We will make recommendations as to changes you may wish to consider adding to your plan. You will be able to ask us questions about your plan. If you wish to change your plan, we will begin designing your new plan. We will credit the $250 consultation fee towards our flat fee if you engage us to change your plan.