Getting Started


Introduction Call

Please click on the link above to schedule a brief introductory call with me, so that we can get to know each other and I can learn what is important to you and of your needs and concerns. 



Schedule Your Family Wealth Planning Session

Call our office at 561-903-0200 to schedule your personal Family Wealth Planning Session.  We have evening or weekend appointments available to make planning as convenient for you as possible.  Please make sure you’ve read up on what we’ll do together in that meeting before you come in, so that you come in prepared to be educated, informed and make empowered decisions for the people you love.



How Long Is A Family Wealth Planning Session

When you schedule your personal Family Wealth Planning Session, we block 2 hours on our calendar so we can focus entirely on you and your family during this time. We will send you a package of information to complete before our time together, which will help you begin the process of getting your legal and financial life in order. During our meeting together, we will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you. And then, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible. Clients routinely say “Wow, if we had known how easy this would be, we would have done it years ago!” after meeting with us.



How Much Does a Family Wealth Planning Session Cost?

Our Family Wealth Planning Session is free of charge as long as you do the "homework" and prepare for our session together beforehand.  Once we complete the educational part of our session, you can choose a plan and a fee that works for you, and we can begin to design your plan. We expend most of our energy providing an exceedingly high degree of service to clients and limit the number of new clients we see each week. 



What to Do Prior to Your Family Wealth Planning Session

After scheduling your appointment, you will receive your Family Wealth Inventory & Assessment and other important information that you will want to review prior to your personal Family Wealth Planning Session. We must have your Family Wealth Inventory & Assessment returned to our office 3 days prior to your Session or we will need to reschedule your Session. Feel free to call the office at any time if you need assistance completing your Assessment or have any questions at all.


If you have existing estate planning documents, please make sure that we have your existing documents in our office at least a week before your meeting so that we can review them prior to meeting with you.


What to Expect the Day of Your Family Wealth Planning Session

On the day of your meeting, please expect to spend up to 2 hours with your attorney. The initial meeting with your attorney has two purposes:

1. To identify whether there is a good fit between you and our attorney who will become your Personal Family Lawyer® and...

2. To educate you about the law and what would happen if you died with your current (or no) plan in place.

By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together with your Personal Family Lawyer's guidance make the decisions that are necessary (including choosing your own fee) to give you the peace of mind of knowing your family would out of Court, and out of conflict, when something happens to you.


Assuming that you and your attorney determine that there is a good fit between our firm and your family AND that you identify specific ways you would want things to happen that are different than what would currently happen if something happened to you, you and your Personal Family Lawyer® can design a plan for your family right away.


What Happens Next?

Once you and your Personal Family Lawyer® have completed the design of your plan, we will review your assets for the purpose of ensuring that everything you own will be titled for maximum protection and then schedule a meeting for you to sign your planning documents approximately 4 weeks later.


We have a process of reviewing your documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly the way you want things to happen when something happens to you and that your loved ones will be in excellent hands with our firm. Once you sign your planning documents, your assets and your family are protected as discussed during your design meeting.


We see that as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 90 days after you sign your documents.


At our final meeting during the planning stage of our relationship, we verify that all of your asset transfers are moving forward on track whether we are taking the lead or you are taking the lead with our guidance. We review your asset spreadsheet with you and ensure all of your questions are answered. Of course, if they aren't or they become cloudy later on, we are always available to answer your questions at any time in the future. And, there's no charge for that.


What Happens After I Sign My Estate Planning Documents and Take Them Home?

After the planning phase is complete, the maintenance phase of your plan will begin. At no additional charge, we review your plan at least every three years and keep you informed about changes in the law and about other issues that affect your family and your wealth. 

Finally, we are always here for you and we don't charge you for phone calls, faxes, or emails. We welcome your communications!

You'll be amazed at how easy and painless the entire planning process will be for your family.

Click to schedule.

Schedule an Appointment

How Much Does An Estate Plan Cost?

As you can imagine, we get the question “how much does an estate plan cost” quite frequently.

And, it’s a good question that I want to answer for you as clearly as I can, given that there is not a “one-size fits all solution” for every family, and I would run quickly away from any lawyer who can tell you exactly what your plan would cost via email or over the phone, without a comprehensive discovery process.

You see, this is exactly why most estate plans fail. Families shop around based on price (because they don’t know any other way to shop for an estate plan), and end up with a traditional plan, which is a set of documents that do not actually work when the family needs them.

If you’d like to read more about this, please read my article here on “how shopping around for an estate plan could leave your family with an unexpected, expensive, unintended mess.”

Link to Free Report


In the meantime, here’s what I can assure you:

We've priced our estate planning for you and your family at the intersection of affordability and effectiveness. We start all of our plans with a Family Wealth Planning Session™, which is designed to get you more financially organized than you have ever been before, and ensure that no matter what happens, none of your hard-earned assets will be lost to the State Department of Unclaimed Property, when something happens to you.

Even if you never do any planning with us, the Family Wealth Planning Session™ alone is a hugely valuable process for you and your family, because you will create a full inventory of your assets and ensure your family knows what you have.


Then, when we meet in person, we will review everything you own, and discuss everyone you love, and you will understand exactly what would happen to everything you own and everyone you love, in the event of your death or incapacity.

If you do not have a plan, we will cover the plan the State has for you. If you do have a plan, we will review your current plan with you. (We call this an estate plan review and check-up). If you are not happy with your current plan (or the plan the State has for you), you will tell us what you would want to change, and we will look at the most effective, efficient and affordable way to achieve your goals.


Here’s the most important part for you to know about this: you will be making informed, educated, empowered decisions for the people you love, not just shopping around based on price.

And the best part is that as part of this process, you will actually choose your own fee based on your budget and the planning options that are most important to you and your family. There truly is no one size fits all choice.

We have created a process, though, to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love, so that you aren't simply choosing the cheapest option because you don't have any other basis for making your decisions.

Okay, now having said all that, you probably want to at least know a range of what estate planning will cost.


With all of that background in mind:

• Our three levels of planning for a comprehensive plan (or update of your existing plan) range between $1,000 and $7,000, for a married couple, depending on the choices you make during the Family Wealth Planning Session™. If you are single, planning is discounted from there, appropriately.

If after reading this, you are ready to make informed, empowered, educated decisions for the people you love (instead of just shopping around for the cheapest plan, which is unlikely to work when your family needs it), get started by booking your Family Wealth Planning Session (or Estate Plan Review and Check-up) here.