Let’s Secure Your Future Together
We are ready to help you create a lasting estate plan that provides peace of mind for you and your family. Choose your path from the options below to get started on preserving your legacy:
15 Minute Right Fit!TM call: Schedule a 15 minute Zoom call so we can meet each other and decide if we are a fit. Our goal is to get to know each other and decide whether we want to work together.
Let’s Get Started!: If you are ready to get started on your journey, schedule a 2 hour meeting with us (its free!). We will go over exactly what would happen today if something happened to you and you don’t have any plan in place (the state has a plan for you, and you probably wont like it). You will have a little homework first and provide some family details so we can get started on your plan. You will leave this meeting with clarity, confidence and a plan.