Appointments for Existing Clients
- 20 Minute Phone Call
20 minutes
For existing clients only.
- One Hour Appointment
1 hour
For existing clients only.
- Periodic Estate Plan Review
1 hour
Making sure your plan stays current is essential to ensuring that it will work when your family needs it to. Over time your life may change, your assets may change, and the law will certainly change. Your estate plan must keep up with t ...
Appointments for New Clients
- Free 15-Minute Phone Consult
15 minutes
For new clients only.
- Life and Legacy Planning Session
2 hours
This planning session is for those looking to create or update an estate plan. The estate planning process itself begins with an initial meeting, the Life and Legacy Planning Session. During our meeting together, we will guide you to ge ...
- Trust, Estate & Probate Administration Planning Session
2 hours
This appointment is for those who have lost a loved one. The process begins with an initial meeting, the Trust, Estate & Probate Administration Planning Session. During our meeting, we will create a roadmap to guide you through the admi ...