Schedule Your Estate Planning Session

Preparing for Your Estate Planning Session

Deciding to begin your estate planning is not an easy step. Congratulations for taking this step!

If you currently have no estate plan but want to make sure you are financially organized, your assets are not lost to the state’s unclaimed property department, and your loved ones stay out of court and out of conflict when something happens to you, your first step is to schedule a Family Legacy Planning Session with us.

Please fill out the form below to open our online calendar and select the appointment time that works best for you.

Late evening or weekend meetings are by appointment only, please call our office.

We look forward to seeing you!