If you are wondering where to start, here are some suggestions:
Think about some questions you want to ask and write them down.
Download and read the Estate Planning Guide (will open in a new tab). This has a lot of information and you may find you have a few more questions to ask us after you have read it.
Either email us with your questions or phone us with your questions.
Make an appointment to meet with us either In-Person or via Video Conference.
When you meet with us make sure you have completed the Estate Planning Questionnaire and don’t forget to bring it with you to the first meeting. If it’s via Video Conference, you will need to email it to us prior to the meeting. We have options for you on how to email it securely. For an In-Person meeting bring the completed form with you.
For more information phone 425-828-7800.