Estate Planning Contact

Welcome to our Estate Planning practice.  

Here’s how to start:  

If you would like to have a quick call to get acquainted before proceeding, Ron be happy to talk to you.  Please click here to schedule the call.  

If you would like to start your project now, please follow these two steps.  This stage of the process is free; we will not charge for anything until we've completed the intake call and you've accepted our engagement letter.  

1.    Please fill out our confidential online intake form.  This should take 5-10 minutes.  We don't need account numbers or exact dollar figures -- "ballpark" answers to each question are fine.  If there are any questions that you can't answer readily, don't worry about it -- we'll discuss those when we speak.

2.    Please arrange a 30-minute Intake Call so we can review your intake form and discuss any issues that are on your mind.  At the end of that call, I'll be able to tell you exactly what I think you need, and the exact flat fee for the project.  Feel free to select a telephone call, Zoom call, or in-office meeting, according to your preference.  

We look forward to working with you.