The 15 minute initial phone call is designed as a simple way for you to get to know us, and for our team to learn more about your unique estate planning needs. Booking a phone call is an easy way to take the first step to preserve your family's legacy. Please select a time that is convenient for you.

The 15 minute initial phone call is designed as a simple way for you to get to know us, and for our team to learn more about your unique estate planning needs. Booking a phone call is an easy way to take the first step to preserve your family's legacy. Please select a time that is convenient for you. Once you select your time, fill out the Estate Planning Priorities Quiz in preparation for our call. I look forward to speaking with you!