This is a complimentary 20 minute conversation for discussing your needs and desired outcomes and determining whether we're a good fit for working together. Please note this conversation does not include reviewing any legal documents or providing any legal advice.

A 30 minute session designed to put you on the right path to making informed decisions about how to protect and profit from your intellectual and/or avoid getting into trouble by infringing on another's intellectual property. Whether you’re a solopreneur, a startup business, or an established organization, you’ll have the opportunity to ask specific questions and get on-the-spot answers.

A 60 minute session designed to put you on the right path to making informed decisions about how to protect and profit from your intellectual property and/or avoid getting into trouble by infringing on another's intellectual property. Whether you’re a solopreneur, a startup business, or an established organization, you’ll have the opportunity to ask specific questions and get on-the-spot answers.

During our Legacy Planning Discovery and Design Session, we'll spend the first hour getting to know each other and reviewing your current state of affairs based on your existing estate plan (one you purposefully designed or the one the state has for you). If you decide the current state of affairs is unacceptable and we both decide it's a fit to work together, we've reserved a second hour to design a new estate plan that best suits the needs of you and your family.

During this 60 minute session, we’ll identify the business and/or legal outcomes you want to achieve and the services and support you need to achieve them. As part of your Legal Strategy Session, you will also get an action and implementation plan to reach those outcomes.