YOUR LAW FIRM
Estate planning solutions for your family
Peace of Mind for you and your family
WATCH OUR ON-DEMAND WEBINAR
Watch our on-demand webinar to learn the basics of estate planning. A 45-minute crash course in estate planning.
Join us for a live webinar
Register to join us LIVE! The same great information as our on-demand webinar, but with a live Q and A!
Peace of Mind Strategy Session
Already know you need an estate plan? Book a personalized strategy session with us today.
FOUR WEEKS TO PEACE OF MIND
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Getting started is easy
We have streamlined and simplified the estate planning process to make it easy for busy families to take care of this important work.
Step one
Watch the on-demand webinar, attend a live webinar, or book a Peace of Mind Planning Session
Step two
Attend your Design Meeting with attorney Jillian Cardona to work out the details of your plan.
Step three
With assistance from Jillian, review your documents.
Step four
Attend your attorney supervised Signing Ceremony.
OUR PEACE OF MIND STRATEGY MEETING
During your PMPS, we will look at your family’s unique situation. We will learn about your values and goals. Together, we will determine what kind of estate plan would be suit your needs. You will leave the meeting with an understanding of how to move forward in protecting your legacy and family.