Give me a call to start your estate plan today! I will gather some information from you over the phone and set up a time for your Free Initial Consultation to discuss your goals and needs and to determine the flat fee for your estate plan. I can also prepare individual documents if you do not need a complete estate plan.
Estate Planning Questionnaire
I will email or mail the questionnaire to you for you to fill out and bring to our first meeting. Don't worry if you don't have all the requested information. We will cover everything on the questionnaire in detail at the Free Initial Consultation.
Free Initial Consultation
(60 minutes in-person)
Summary of Your Estate Plan & Phone Consultation
(30-minute phone call)