Custom Wills, Trusts and Estate Administration Services
swoosh image

Individual Estate Planning

Your first appointment

You have several options for setting an appointment.  You can contact us via e-mail, leaving your telephone number and advise us as to the best time to call.  Our receptionist will then call you directly and set up an appointment with one of our attorneys.  Unless specified otherwise, the choice of attorney will be based on calendaring the most mutually convenient meeting time. 

Alternatively, you can simply call us direct. 

The first meeting is simply for the purpose of getting acquainted - is our office a good fit for you? There is no charge for the first 30 minutes. By the end of that 30 minutes you should have a good idea as to your next step.

What to bring?

If you are ready to go forward, feel welcome to bring any existing estate planning documents you have and information about your family, beneficiaries and assets.  Some people like to bring us a few family pictures.

How to find our office?

You will find a map and directions on our Contact Us page.