CONSULTATION

Let's talk about what makes you, you.

The initial consultation is an opportunity for us to get to know each other. There's no fee related with this as I believe it's important to make sure we're the right fit for each other.

We'll talk about your estate plan and I will utilize a questionnaire that I have developed that allows me to have a more thorough picture of who you are.

I'll learn about you, your friends and family as well as any professionals related to your estate plan.

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