Why We Don’t Offer Online Self-Scheduling
Every family’s situation is unique. Before scheduling your appointment, we like to have a brief conversation with you to better understand your needs and goals. This allows us to determine whether we can best assist you and ensure you are scheduled with the attorney who specializes in your specific situation.
Call our office and we'll find a time that works for you. During this first call, we'll gather some basic information to prepare for your visit.
In-person
Phone call
We'll ask the right questions, listen to your goals, and gather the details needed to create a personalized estate plan tailored to your unique needs.
In-person
Virtual
Phone call
We'll review your completed documents together, your attorney will answer any final questions, and then you'll sign your plan.
At our office
Travel options available
Your original documents come home in an envelope with an organized copy in a compact 3-ring binder that stores easily on a shelf or in a drawer.
Trust clients meet with our Trust Funding Coordinator to complete the crucial — and often overlooked — step of funding the trust, leaving with written instructions.
Every client receives secure online access to their documents through our client portal.
Access
Support
P = Prepare
L = Learn
A = Approve
N = Navigate
