Have questions? Ready to get started?
Step 1: Reach out!
If you’re ready to move forward in putting your plans together the next step is to request a planning meeting with Amy to discuss your goals and wishes and specific circumstances. You may do so by email, phone or by sending a quick message through our Contact Page.
Step 2: Fill out the Confidential Estate Planning Questionnaire
In preparation for that meeting, you’ll want to begin filling out the Confidential Estate Planning Questionnaire. You can submit this form in two convenient ways: electronically by clicking the “Fill out Online Form” button below OR download, fill out and/or print the “Fillable PDF” form.
*Please note that the Fillable PDF Form works best with any Adobe Viewer whether using either MAC or PC.