Getting Started

Schedule Your free Planning Session

Call our office at 561-227-1575 to schedule your free Planning Session where we can focus entirely on you and your family during this time. We will send you a brief questionnaire to complete before our time together, which will help you begin the process of getting your legal and financial life in order. 

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.

Assuming that we determine that there is a good fit between our firm and your family we can design a plan for your family right away.

At our final meeting we verify that all of your asset transfers are moving forward on track with our guidance. 

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

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