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Our Estate Planning Video

If you haven’t attended one of our workshops, please watch our video that reviews important estate planning elements that we want you to consider and be prepared to discuss.

Complete Your Client Organizer

It is important that we receive a completed Client Organizer from you at least three business days prior to our initial conference. The information you provide us is confidential, and is very important in order for us to provide proper legal advice. Please complete either the digital version as soon as possible.

GOALS & RESPONSIBILITY CONVERSATION PODCAST DESIGN PHASE PODCAST

Listen to Our Podcasts

Listen to the podcasts attached by clicking on the colored button corresponding to each module necessary before your initial consultation.