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Hiring a lawyer you love to guide your estate planning decisions now and to ensure your family is supported throughout life and beyond can be easy and straightforward. We promise to deliver the counsel you need, the legal planning you want, and a relationship you can trust, at a price you can afford.
Choose Your Own Adventure: Start with a 2-Hour Meeting or a 15-Minute Consult
Life and Legacy Planning Session
The Life and Legacy Planning Session is a two-hour working meeting (or two 60-minute meetings) during which we will guide you to look at everything you own (your assets), everyone you love (your family dynamics), and what will happen to all of it when something happens to you (your legacy).
Then you will tell us what matters to you most about your life and legacy, and together we will design the most effective and affordable plan for you and the people you love.
The fee for this meeting is $750 or $950 if we will be reviewing existing documents.
If you would like us to waive the Planning Session fee, all you need to do is complete your “Personal Resource Map” before our meeting, and submitting it at least 72 hours before your meeting so we make the best use of our time together.
If you would prefer to not submit homework ahead of time, you are welcome to pay for the Life and Legacy Planning Session and we will credit the Planning Session fee to any additional work we do together after the Planning Session.
Or if you aren’t sure what will be best for you, schedule a 15-minute consultation call during which we can talk with you to determine your next best step.
Free 15-Minute Consult
Choose this option if you would like to begin with quick guidance and direction on your next steps.
Send A Message
Choose this option if you would like to begin with quick guidance and direction on your next steps.
WELCOME TO OUR UNIQUE PROCESS
Avoid The Six Mistakes Most Families Make When Choosing An Estate Planning Attorney
Did you know that many families fly in the dark when it comes to securing their legacy for their loved ones? You can avoid these mistakes today by discovering exactly what to consider when hiring the best estate planning attorney for your family.
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