Initial Consultation

Service Description

We want to hear about your unique needs, goals, and any worries you have. Plus, we'll offer you some helpful tips to get you started on the right path. It's also a chance for you to see if we're the right fit to make your estate planning dreams come true! Regardless of whether you choose to continue to work with us for you estate planning needs, you will come away from this consultation with a custom estate planning roadmap. We'll work with you to draft a high-level plan to break down the estate planning process into simple steps that make it easy for you to move forward with confidence and clarity.