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The quickest place to start is with our intake questionnaire.

Our questionnaire is designed to make the building of a basic estate plan as easy and economical as possible. Completing the online questionnaire yourself allows you to work at your own pace, ask yourself the important questions and see the plan come together.Please click the appropriate “Get Started” button at the bottom of the page to follow the link to our client intake questionnaire.

Not a techie person? You can also reach out to us via email, phone, or our website contact form to make a phone or video call appointment with Andy where he’ll have an intake interview with you, filling out the questionnaire together. Do note that you’ll need to have your ducks, or rather, documents in a row to make the interview format easier for everyone! (See “What documents do I need to make my estate plan?” for recommendations).