3 Simple Steps To Effective Estate Planning
Personalized Planning Made Simple. We employ a practical approach to design the right plan that fits your unique needs. Here is our 3-Step process that helps determine your needs, educates you about estate planning, creates the documents you need, and establishes or amends your current estate.
#2. Schedule Free Phone Consultation
Select the button on the right to schedule your free phone consultation online.
Your “homework” is to complete our client intake sheet. We have a online version available or you may also download a PDF version. We will need this information to draft your estate plan. We may have a few follow up questions for you, so we’ll let you know.