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Let's talk! I would Love To Help.

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I look forward to hearing from you soon and working on creating and protecting the legacy of your dreams!

Frequently Asked Questions

Most frequent questions and answers

Simply click the buy-now button and make your payment. After you make the payment, you’ll get a welcome email with more details, like my limited engagement letter and a questionnaire.

All payments are non-refundable. I can promise to work with you to get your plan done one- with the 30 day unlimited email access, you will be able to get all your questions (plus more) answered.

Once I receive your questionnaire, I will review it and get to drafting your estate plan, usually within 10-14 days. At that point, I will send your documents for review. After you have reviewed them (and we make changes if necessary), I’ll send you final documents along with instructions for signing and execution.

This offer is for individuals with a straightforward estate plan only. If you’re married, have a second marriage or need special tax planning, the cost will vary. Feel free to email me for pricing.

I’m here to help. Because this isn’t one of those DIY kits, you get me for 30 days from the date you receive your questionnaire, as much or as little as you want. I’ll explain everything so you know what you’re choices you’re making.

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