Schedule Here

Choose this option if you need quick guidance on whether a more in-depth meeting is right for you. If you are interested in solving marriage, divorce, custody, or child support related issues, we are only accepting new clients for mediation and uncontested matters. For both estate planning and family law related matters, please start with a 15 minute call.

Congratulations on taking the first step to secure and protect your life and legacy!

During our planning session, we will review your pre-meeting intake information (and any planning documents you provide), discuss the law, and explain how it applies to your goals and family dynamics, to help you select the best flat-rate plan for your needs.

To make the most of our time together and waive the standard planning fee ($750 or $950 if you have existing documents to review), please follow these steps:

1. Secure your appointment by submitting a deposit of $250. This deposit will be credited toward your planning fee and is non-refundable.   The deposit is collected after you select your date and time for the appointment and before the appointment is confirmed.  Please have your credit card or banking information available when booking.
2. Review the confirmation email (and reminder emails) for the intake link, appointment details, and other essential tips and information. We encourage you to watch the short video that covers the basics of planning with wills, trusts, and incapacity needs, which is linked in the email.
3. Keep your appointment, submit the pre-meeting intake information at least three (3) business days in advance, and attend the meeting with all decision-makers (e.g., your spouse). If you need to reschedule with 10 days or less before your appointment, a $25 rescheduling fee will be charged to the card on file, or billed separately to confirm the date. If you cancel within 10 days of your appointment, do not bring all decision-makers, or do not submit your pre-meeting intake/inventory information-you forfeit your deposit.

We look forward to meeting with you!