Use this if:
You’ve already had an initial conversation or attended a seminar and are ready to take the next step toward creating your estate plan.

What to expect:
This is a working session focused on moving forward. We’ll confirm goals, review key details, answer final questions, and walk through the estate planning process so you know exactly what happens next. This meeting is designed to provide clarity, confidence, and momentum.

Good fit for:
Individuals or couples who are ready to begin the estate planning process and want to do so thoughtfully, thoroughly, and without feeling rushed.

90-Minute

In-person Meeting

Not looking for this type of calendar event? Feel free to go back to our main calendar page or visit our contact page.