Get Started

We find that clients and their families work better after learning about estate planning. We begin the process with an orientation to estate planning. This may be done at no cost by attending a small group in person or online by watching a recorded session. This helps us all be more efficient.

HOW WOULD YOU LIKE TO BEGIN?

Attend a Live Orientation On Zoom

Offered Monthly - Third Thursdays!

There is no cost or obligation to attend!

All sessions are held on Zoom at noon and 7 PM.

Click the button below to register.

Watch a Recorded Orientation

Watch a Recorded Orientation

Register and 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 register.  Once you click submit, the page with the video recording will open.

Click the button below.

Private One-on-One Meeting

Private One-on-One Meeting

Without first attending a group orientation or watching the recording, an individual in-person meeting is available for a fee.

Click the button below.

Attend a Live Workshop On Zoom

Attend a Live Workshop On Zoom

There is no cost or obligation to attend!  All sessions are held on Zoom.

Click the button to make a reservation

RESERVE A SEAT

Watch a Recorded Orientation

Watch a Recorded Orientation

Register and 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 register.  Once you click submit, the page with the video recording will open.

WATCH RECORDING

Private One-on-One Meeting

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

REGISTER & SCHEDULE