See Your Vision - Build Your Plan
Get Your Plan Started
Getting started is always difficult. We make it easy to begin the estate planning process with an orientation to estate planning. This may be done at no cost or obligation by attending a small group in person or by watching a recorded session online. This helps you prepare and makes us all be more efficient.
How Would You Like To Begin?
Attend a Live Workshop In-Person
Attend a Live Workshop In-Person
Attend a Live Workshop In-Person
There is no cost or obligation to attend! All sessions are held in our Learning Center, our classroom here in our Lutherville office.
Click the button to make a reservation:
Watch a Recorded Orientation
Attend a Live Workshop In-Person
Attend a Live Workshop In-Person
Watch a recorded session of our workshop at your convenience. There is no fee for watching or obligation to do anything else.
Click the button to access the recording:
Private One-on-One Meeting
Attend a Live Workshop In-Person
Private One-on-One Meeting
Without first attending a workshop or watching the recording, an individual in-person meeting is available for a fee.
Click the button to schedule: