Book a Call

Starting the process is as easy as booking a 15-minute phone call or a Planning Session online.

Peace of Mind Planning Session

Select this option if you are ready to move forward with the estate planning process after attending our offered Webinar. This session will be a legal and tax strategy planning session based on your family profile you will be asked to complete. This meeting is free to book and attend after the prospective client has completed and submitted the questionnaire.

Otherwise, if you have general questions about the process or would like to inquire about probate, you may book a 15-minute call.