Schedule Your Estate Plan Review

Preparing For Your Estate Plan Review

​​​​​​​​If you are ready to get more financially organized than you have ever been before, plus ensure none of your assets are lost to the department of unclaimed property, and that your family stays out of court and out of conflict when something happens to you, begin by scheduling a 90-minute private Estate Plan Review.

Once you schedule, we will send you everything you need to get prepared so that you can leave this meeting with the total confidence of knowing you have made informed, educated and empowered decisions for yourself and the people you love.

Simply preparing for the meeting itself with the pre-meeting homework that you will complete and return before the meeting will have you feeling confident that none of your hard-earned assets will be lost when something happens to you. And, you'll have the confidence of knowing you are doing the right thing for yourself and the people you love.

We suggest that you schedule at least two weeks in the future so you have plenty of time to get your pre-meeting homework completed and returned to us prior to your Estate Plan Review. By completing and returning the pre-work, you will get the most out of our time together. (If you need a sooner appointment time, please contact our office.)

Do plan to spend the full 90 minutes together, and bring your spouse or partner to the meeting.

Note: We will be blocking off 90 minutes on our calendar to meet with you, to the exclusion of others. You are committing to return your pre-meeting homework at least 7 days in advance of your scheduled appointment. If for some reason you cannot keep your appointment and need to reschedule, please contact us at least 7 days in advance.

If you would like to pay nothing for this meeting, review and check the boxes below. As soon as you submit this form after checking each box, you will be taken to our online scheduler to select the appointment time that works best for you.

Thank you!

Next step: Fill out the form below and you'll be taken right away to our online scheduler.