Schedule Here
Welcome! We assume you made it here because you want to talk with us about how you can keep your family out of court or out of conflict when something happens to you. If so, you are in the right place!
Schedule A Consultation
Free 15-Minute Consult
Choose this option if you need quick guidance on whether a more in-depth meeting is right for you.
Family Wealth Planning Session
We will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default plan for your family and your assets. You will submit your family details in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan.
Note: We require a credit card to hold your appointment slot. Nothing will be charged except in cases of last-minute cancellations or no-shows.
Please complete the form below if you would rather connect by email. The staff will respond within 48 hours. Please do not send personal info, including bank accounts, usernames, passwords, or other sensitive information.
About [ATTORNEY NAME]
Hello, I am your neighborhood Personal Family Lawyer.
What I know is that your legacy is about more than wills and trusts, and it is about more than money. As your trusted advisor, I help you make the very best legal decisions for your family with the kind of guidance usually reserved for only very high net worth individuals.
Our life and legacy planning model covers not just what happens with your assets, but sets you up to pass on what matters most to you: Your values. Your priorities. Your relationships. Your life. Your legacy.
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