Getting Started

To get started, we schedule an evening that is convenient for us to meet.

At that time we will:

• Review your affairs
• Establish your goals
• Make decisions regarding your estate

It is helpful to have ready the names and contact information for all the people you wish to name to act on your behalf, including a primary, secondary and backup secondary for each task.

Together, we will review your assets and your needs, and together we determine what you should do to meet those needs.

Should you have any of these needs, or if you think you may but are uncertain, please give me a call. I am happy to help with this important step in securing the future well-being of your health and family.