Getting Started-Our Process

(1)    Provide the information requested below and click the submit button and we will send the questionnaire* by email or regular mail;

(2)    Fill out the questionnaire and send it by email to or fax it to (888)729-9455;

(3)    Upon our receipt of the completed questionnaire, we will set up a time for a phone consultation to finalize the information needed to prepare your estate plan;

(4)    We meet to review and execute your estate plan.

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  9. Please Send the Questionnaire by:

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The content of this website is for informational purposes only.  As such, it should not be taken as legal advice for any individual case or situation. It is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.