Call us! 803-828-0443

As you already know, we do things differently than your typical law firm. We don't just prepare documents and send you on your way. We are here for you throughout your lifetime and then after you pass, we are here for your family. We make estate planning practical and approachable, not scary. So if you are ready to get started, view the options below and schedule the meeting that you are comfortable with at this moment. 

​

Our first step in our process is to . To get started, we invite you schedule a no-pressure, 15-minute consultation to answer your preliminary questions and to discuss how we can help you and your loved ones achieve peace of mind.o learn more about us and get a few preliminary questions answered. 

​

Book your 15-minute phone consultation.

 

The next step is to move forward with a Peace of Mind Planning Session! We will then ask you to complete the pre-session homework so that you come in prepared to be educated, informed and make empowered decisions for the people you love.

​

Here's what to know about the Peace of Mind Planning Session:

In our two hour Peace of Mind Planning Session, we focus entirely on you and your loved ones - with the goal of keeping you and them out of court and out of conflict. We learn about you, your family dynamics, and what is most important to you in designing your plan. We then discuss your current plan (and if you don't have your own - you actually do - the state has one for you!) We review what would happen to your loved ones and with your assets if something were to happen to you today. We then look at what you want to happen instead and begin to develop a plan to get that plan in place as stress-free as possible. We then go over our plans and you decide what plan and fee works for you. We then get to work on designing your plan right away.

 

In order to be able make the most of our time together, we ask you to complete some homework in advance of our meeting. We ask that you complete this at least 3 days prior to our planning session. Within 24 hours of your booking, we will send you your homework to complete, which will help you begin the process of getting your legal and financial life in order.

​

Our Peace of Mind Planning Session is valued at $750. If during your Planning Session you choose to move forward and we help you design a comprehensive plan, your session fee is applied to the legal fee to create your estate plan. 

​

During our Session, we will review our three planning levels with you, and you will choose your own fee based on your budget and what is most important to you and your loved ones.

​

You know your family deserves the kind of protection, guidance and love we provide for a lifetime. While we are here for you now, you are here for them.  

​

​