Schedule an Initial Consultation 

I would love to meet with you to discuss your goals and estate planning needs. Initial consultations are available free of charge and by appointment. The easiest way to schedule an appointment is to send me an email.

Please include: 1) Your name, 2) Your best contact information, 3) How you learned about me, and 4) The nature of the estate planning services you are seeking.

In order to make the consultation the best use of your time, I usually schedule a full hour and have you fill out some estate planning forms in advance of the meeting. During the consultation we will go through the forms together so that I can answer questions about your specific situation and make concrete recommendations about the structure of your estate plan.

As an alternative, we can start with a quick phone so that I can answer some general questions and tell you more about my process. If you prefer this approach let me know in your email.

I look forward to talking with you.