What to Expect

Starting the planning process can feel overwhelming, but you don’t have to go through it alone. If any part of the intake feels confusing, we encourage you to reach out. Angela is here to guide you every step of the way. Her goal is to give you peace of mind from the very beginning, so uncertainty never stands in the way of creating the plan you need.

• The first step is simply to reach out to us to schedule a consultation. We would love to meet with you in person, but we also have virtual options available.  We do have a consultation fee, but we apply that towards overall services and document preparation.

Information to Gather

• It is always helpful to bring these documents with you if possible:

• Full legal names, addresses and dates of birth

• Deeds to real estate (copies are fine)

• Financial account statements (checking, savings, investment and retirement accounts)

• Life insurance information

• Copies of current estate planning documents