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Request a Discovery Meeting

The first step in our process together is a discovery meeting to discuss your situation, and guide you through the key documents that make up a solid estate plan or estate administration. We'll explain what each one does and how it fits into your personal goals. Please select either the 'Estate Planning Discovery' or 'Probate Administration Discovery' tab below, and complete the brief form. Once submitted, we will review what you have sent and be in touch to discuss next steps and/or schedule a discovery meeting.

First Name*

Please enter a First Name

Last Name*

Please enter a Last Name

Phone*

Please enter a Phone

Email*

Please enter a Email

Do you have existing documents that need reviewed?*

Yes

Are you planning with a significant other?*

Yes

How can we help you?

*We do not handle estate litigation. If you are contesting a Will or have a lawsuit question, we are unable to assist you.

First Name*

Please enter a First Name

Last Name*

Please enter a Last Name

Phone*

Please enter a Phone

Email*

Please enter a Email

Decedent's Name*

Please enter a Decedent's Name

County of Decedent’s Death*

Please enter a County of Decedent’s Death

Have you already opened probate with the Clerk of Court?*

Yes

Not Sure You're Ready?

Schedule a complimentary call with our legal assistant to discuss your needs. Please allot 15 minutes for the call, so that we can fully understand your current situation.

SCHEDULE COMPLIMENTARY PHONE CONSULTATION

(336) 373 - 9877

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