Use the links below to schedule a meeting
or to log in to your Client Portal.
Estate Plan Review Sessions are one-hour working sessions with the attorney to review your plan design and documents and to ask any additional questions you have in preparation for your Signing Meeting.
During your Signing Meeting, you'll bring two witnesses and meet with a notary to sign your planning documents. During your meeting, the attorney will provide an overview of your plan design and instructions for your next steps.
Check-in meetings are 30-minute to 1-hour meetings for further discussions about your matter.
Log in to your secured online client portal to send messages, to access your billing history and invoices, and to review documents and case events. You can also log in through the notification in your email inbox.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.