SCHEDULE a Free 15 Minute Phone Call with our legal assistant to learn about our process & discover if we can help you with your planning needs
Hi! Congratulations! We are hoping you made it to this page because you are ready to contact us and want to talk with us about how you can protect your family and assets and keep your family out of court or out of conflict when something happens to you.
Or, maybe something has happened to a family member or close friend and now you need some advice. If so, our hearts are with you, and we will do our best to help.
We look forward to hearing from you and finding out how our “Strategy. Protection. Solutions.” mindset can assist in whatever you are going through!
For those looking to create estate planning documents, we offer a Complimentary Family Wealth Planning Session if you fill out our Family Wealth Inventory and Assessment. The worksheet gives us the background information about you, your family dynamics, your assets, and who you are thinking of involving in your estate plan. Allowing us to review this information beforehand allows us to dive right in to estate planning options based on your particular situation. Everyone and every family is unique, which is why we want to take the time to learn about you in order to give you our best advice based on your situation.
Contact us if you would like to learn more about our process or to see if our firm can help you with your planning needs.
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SCHEDULE a Free 15 Minute Phone Call with our legal assistant to learn about our process and discover if we can help you with your planning needs
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