Whether you already know you want a trust-based plan, prefer a will-based plan, or are still deciding what fits best, the first step is to complete the Estate Planning Intake Form. I’ll review your responses and follow up with a call to discuss your goals and confirm which estate planning tools make the most sense for your situation. 

• Printable PDF (best for planning): If you’re still deciding who to name as your substitute decision makers, download the PDF first and use it to brainstorm and take notes. When you’re ready and your choices are clear, you can then complete and submit the online form.
• Online Web Form (preferred): If you already know who you want to act as your substitute decision makers, go straight to the web form. It usually takes about 15–30 minutes to complete.

After I receive your completed form, I’ll review it, call you to discuss your goals, and, if everything is a good fit, send you an engagement agreement.