fREE 15 mINUTE PHONE CALL with our office

APPOINTMENTS

BREAKFASt OR LUNCH WITH dOUG 

Need help with estate planning?  You're at the right place!  Let's start with a free 15 minute phone call.  This is a great opportunity to get a better feel for how we do things, ask some preliminary questions, and schedule / prepare for a Life and Legacy Planning Session.  (Our team will not be able to answer substantive legal questions on this call.  That's what the Life and Legacy Planning Session with the attorney is all about!)

Just wanting to connect with Doug? Sounds great! 

(Breakfasts and lunches are for anything BUT legal stuff.)