HOW TO GET STARTED Download a Worksheet that best describes your personal situation. Our worksheets are divided into 3 parts- personal information, property information and family tree information. Please fill out the most appropriate one, as best you can, and mail, fax or email it back to us, so that we might schedule a complimentary, initial consultation:

Useful Links

  • Educate yourself on all aspects of estate planning at:
  • DocuBank, provides hospitals with 24/7 immediate access to your healthcare directives and emergency information. Your loved ones can also gain access to your essential estate planning documents. We provide this service to our clients, complimentary, for the first year.
  • Learn more about leaving a legacy rich in values and wisdom to your loved ones at: