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Contact

Book your twenty-minute call

Tell us a little about what you have and who you are planning for. We write back within one business day with a time.

Please do not send account numbers or other confidential details here. Sending this form does not make you a client.

A bright meeting room with a long white table and navy chairs
HoursMon to Thu, 8:30am to 5pm Fri, 8:30am to 12pm

Before you come in

Where do I park?

There is free parking in the lot in front of the building, and the entrance is level with the walkway.

What papers help on the day?

Copies of any wills, trusts or powers of attorney, a recent deed and a rough list of your accounts. Photos on your phone are fine.

Can we meet by video instead?

Yes. Choose that in your message and we will send a link with the meeting time.