Getting Started
To get started with your estate plan, download our Getting Started Packet. It includes comprehensive estate planning information, an outline of our fees and how the process works, and a questionnaire that you should try and fill out before our first meeting.
Click here to download our Getting Started Packet in pdf format.
To view the packet, be sure to have Adobe Acrobat Reader.
If you can't download the packet, or don't want to, send us an email with your mailing address, and we'll send one to you by snail mail.
If you, like many others, have been putting this off for ages, don't worry!
Feel Good, Not Guilty!
Click here to download Choosing Wisely: Nominating Guardians for Your Kids
Choosing a guardian for your children means thinking and talking about the difficult subjects: death, religion, dreams, fears, money and family relationships.