Finding Your Estate Plan

We value our clients, whatever their financial situation. That’s why we offer fully transparent services with all of our Estate Plans offered on a flat fee basis.

To see what estate plan is best for you, click the following link to be led through an intake questionnaire. If you would rather walk through the questionnaire with one of our experts, click the following link to schedule a 15-minute free consultation.

  • Take the Intake Questionnaire

    Find your personalized estate plan with our expert-designed questionnaire—and enjoy a $100 discount when you sign our representation and retainer agreement up through this path.

  • Schedule Now

    If you would rather walk through the questionnaire with one of our experts, click the following link to schedule a 15-minute consultation.