The purpose of this call is to gather information about how we can help. There is no fee, and we will call you at the time you choose. PLEASE NOTE: we will not be able to render legal advice during the call.

The purpose of this call is to gather information about how we can help. There is no fee, and we will call you at the time you choose. PLEASE NOTE: we will not be able to render legal advice during the call.

During your Session we'll go through your specific family and financial situation, goals, questions, and concerns. You'll get financially organized, too. Please note, you'll get a homework package to complete and return to us beforehand. Shanise sets aside up to 2 hours to share her expertise with you.

IMPORTANT NOTE: If you are married, please make arrangements for your spouse to be there too. If you have children, it's best to have child care so you can focus.

It is very important we complete this part of the planning phase. During your Binder Delivery Meeting, we will review your overall estate plan and your Estate Planning binder. We will also discuss any questions you may have, so that we can move forward to the maintenance phase of your estate plan, and so that you and your family have everything you need to carry out your wishes.

PLEASE SCHEDULE AT LEAST 3 WEEKS OUT FROM THE COMPLETION OF YOUR DOCUMENT SIGNING.

The primary objective of your Signing Ceremony is to walk you through your plan and your decisions, and guide you to sign your documents, while acknowledging the celebratory nature and gravitas of the event.