How would you like to begin your Estate Planning journey?
Please select an option that best describes your needs.
Live Workshop
Reserve your seat for this free, educational workshop over Zoom. This workshop is a critical foundation for you to understand how to get organized and protect what matters to you.
Video Orientation
Register and watch a recorded version of our free educational workshop at your convenience.
One-on-One Meeting
If you would like to schedule an individual in-person meeting without first attending a workshop or watching the orientation video series, you can do so for a fee.
If you don't see an option that meets your needs, please contact us
Live Workshop
Reserve your seat for this free, educational workshop. This workshop is free and is a critical foundation for you to understand how to get organized and protect what matters to you.
Video Orientation
Register and watch a recorded version of our free educational workshop at your convenience.
One-on-One Meeting
If you would like to schedule an individual in-person meeting without first attending a workshop or watching the orientation video series, you can do so for a fee.