STEP 1: Fill Out The Form Below To See If We Can Help You To Build A Complete, Trust-Based Estate Plan That Keeps Your Affairs Private And Your Loved Ones Protected

Do you currently have an estate plan in place? *

No estate plan at all

I have a will, but it’s outdated or incomplete

I have a trust, but it’s outdated or incomplete

I have a complete estate plan (will + trust + power of attorney, etc.)

Not sure

What are you most concerned about if something were to happen to you? *

My family having to go through probate

Causing conflict or confusion among loved ones

Losing control over my wishes

My assets being tied up or lost

Being a burden on my spouse or children

Other

Other Concerns:

Which of the following best describes your current goals? *

I’m ready to create or update my estate plan right away

I’m gathering information and plan to do this soon

I’ve been putting this off for years, but I know it’s time

I’m just browsing for now

Is there anything else you’d like me to know before our call?

How would you prefer to schedule your Legacy Call? *

✅ Schedule Online Now – I’d like to pick a time on Jim’s calendar myself. (You’ll be forwarded to the calendar after submitting this form.)

📞 Schedule by Phone – Please call me to set up a time.

📱 Schedule by Text – Please text me to coordinate a time.

Full Name *

Email *

Phone *

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CLIENT SUCCESS SPOTLIGHT

Meet some families who now have peace of mind...

"Peace of mind is priceless"

"As small business owners and parents of a young daughter, we always felt a lingering unease about not having our affairs in order—especially before traveling. We talked about creating a will for years but never made it happen. When we met Jim and learned about the benefits of setting up a trust, we knew it was time to take action. Jim and his team made the entire process simple, approachable, and incredibly thorough.

What felt overwhelming at first—making tough decisions about our daughter’s future, navigating legal documents, thinking through ‘what if’ scenarios—became manageable with their step-by-step support. They followed up with us, kept us on track, and truly helped us finish something we may never have completed on our own.

We now have a clear plan in place, and that peace of mind is priceless.” - Joshua & Laura Hale

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Almost Everything You Need to Know

About Wills, Trusts, and Estate Plans

in Just 9 Minutes

Are you serious about finally protecting your family and avoiding probate?

You’ll walk away smarter—and those you leave behind will thank you.

STEP 1: Fill Out The Form Below To See If We Can Help You To Build A Complete, Trust-Based Estate Plan That Keeps Your Affairs Private And Your Loved Ones Protected

CLIENT SUCCESS SPOTLIGHT

Meet some families who now have peace of mind...