Estate Planning (Phone) Consultation

Service Description

Consultations regarding setting up your estate plan with our firm. You will receive an invite to our client portal and an email to complete the online estate planning information form. Please ensure to complete your form prior to the consultation. Consultations are to discuss your estate plan based on the information form. To receive advice on estate plans that are already prepared please book under the Estate Plan Review Service Tab.

Cancellation Policy

To cancel please contact us at least 48 hours in advance of booking time. No service will be refunded is not cancelled within 48 hours of time. If cancelled late you will be able to reschedule your booking for a later date. Please contact our office via email or phone to reschedule your booking time.

Contact Details