The 15-minute initial phone call is designed as a simple way for you to get to know us, and for our team to learn more about your unique estate planning needs. Booking a phone call is an easy way to take the first step to preserve your family’s legacy.

Here's what we'll accomplish during the call:

• We'll learn a little about you and your loved ones
• You'll let us know about your concerns and goals
• We'll provide you with a couple options to help you accomplish your goals