1. Schedule The  Consultation that Best Fits Your Needs. We have different consultation options to accommodate your needs. You can choose a 15 or 30 minute consultation if you have very specific questions you want answers to or specific documents you want reviewed. Or you can choose our more comprehensive and in-depth sessions - the Legacy Roadmap Session (LRS) or Business Roadmap Session (BRS). The Legacy Roadmap Session is for legacy, estate, and business succession planning, and the Business Roadmap Session is for legal business services. Choose whichever you're interested in. For the LRS or BRS, we will talk in-depth about your specific situation or business. We'll also send you a detailed, questionnaire to complete before your Session so that our time is well spent. We'll dive deep into your current situation or business. After all consultations, should you desire to move forward in working with us, we'll begin either the legal business services you would like our assistance with or designing your legacy plan.

 

2. Solidify & Execute. Then we'll either design and solidify your legacy plan or put the legal protections in place for your company all based on your desires and goals!

 

3. Leave A True Legacy. We’ll review any work that we've done together and ensure everything is done or set up in the way that you want so that your family and legacy is secure and the people connected to you will feel the impact of your proactive & strategic decisions. 

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