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.

#1. Contact Information

To get started, please select the button on the right  and enter your contact information.

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#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.

Schedule Free Phone Consultation
Client Intake Form (Online)
Client Intake Form (PDF)

#3. Attorney Consultation

An attorney assigned to assist you will call you to review the Estate Planning process, discuss the documents needed, and answer any questions you may have about creating your Estate Plan. Payment instructions will be provided during your phones consultation.

Consultation Materials