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
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.
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