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 or business 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. At the time of your appointment, we will meet with you via Zoom or call you at the number you provide based on your preferred method to talk. We look forward to meeting with you!