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.

THIS CALL IS FOR...

  • 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.