How Can We Help?

Please choose the option that best describes your needs.

Estate Planning

I am taking steps to secure my future and want to learn more about creating a Will, Trust, or Powers of Attorney to ensure my wishes are carried out and my loved ones are protected.

Probate

I have experienced a death of a loved one and need guidance on next steps OR need help transferring/collecting their remaining assets (e.g. bank account, house, investment account)

Special Needs Planning

I’m looking for guidance and planning support for planning my own disability needs and/or for a loved one with special needs, including future care, financial protection, coordination with benefits, and the preparation of appropriate legal documents.

Guardianship

My loved one is facing mental illness or incapacity and needs help with financial or health decisions OR I need access to their accounts without a signed power of attorney.

Medicaid

My loved one requires in-home care, assisted living, or nursing home care, and I need detailed information on how to strategically plan and qualify for Medicaid benefits.

Urgent Matter

I would like to request a 1-hour consultation for $350.

Other

I have a different need than those listed above.