NO ONE IS PROTECTING LEGACIES LIKE LSL
OUR
UNIQUE
PROCESS
1. Schedule The Consultation that Best Fits Your Needs. The Legacy Roadmap Session is our comprehensive consultation for legacy & estate planning services. During this Session, we will talk in-depth about your specific family, needs, goals, and situation. The probate/trust administration consultation is for those who need assistance with handling the estate of someone who has died. For either consultation, we'll send you a detailed, questionnaire to complete before your consultation so that our time is well spent. We'll dive deep into your current situation and, in collaboration with you, provide strategy with how to move forward.
2. Solidify & Execute. Then if you desire to move forward in working with us, we'll either design and solidify your legacy plan based on your desires and goals or begin serving you!
3. Leave A True Legacy. We’ll review any work that we've done together and/or 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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HOURS OF OPERATION
Monday-Thursday: 9am-5pm
Friday: 9am-1pm
*We are closed on weekends, federal holidays, and the last 2 full weeks of December/early January.
*Please expect a response to your inquiry
or request in 24-48 business hours.
GET IN TOUCH WITH US
If you want to make sure you’re family is protected and you're actually leaving a true legacy or you're in need of estate administration services, then schedule a consultation by filling out the form at the link below, pick a date and time that works best for you, and we'll be in touch soon!
If you would like to book Mariah for a speaking
engagement at your organization, non-profit/church, university, conference, company, or on your podcast
please book an appointment here to
discuss the details surrounding your event!
HAVE QUESTIONS?
Request a consultation by filling out one of the forms below based on the service you are interested in and someone will be in contact with you via the email you provide. For questions about about estate planning services, choose "legacy & estate planning consultation." For questions about probate and handling the estate of someone who has died, choose "estate administration consultation."
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