Book a Call with a TEAM Member

Are you ready to start planning? Request a discovery call with Team Legacy to get started!

We encourage you to book a call and schedule a complimentary 15-minute consultation to talk with our estate and elder planning legal team by picking a time and completing the form below. We look forward to speaking with you! In the meantime, be sure to read this article about Common Estate Planning Mistakes to Avoid.


  • Someone who is willing to share their goals and concerns with our legal team.
  • Someone who is open to creative solutions.
  • Someone who wishes to make things smooth for their family.
  • Someone wanting to protect their financial well-being and that of their loved ones.
  • Someone who is seriously committed to collaboration. 
  • Someone who appreciates an organized process.
  • Someone who wants a skilled and experienced lawyer on their team to provide advice and counsel.
  • Someone who has high expectations of the estate planning process.
  • Someone who expects results that bring value which greatly exceed price.