Get one-on-one assistance organizing information for wills, living trusts, and other personal planning documents.
Appointments available by phone, video, or in person where offered.
Choose the appointment that best matches what you need.
Organize the information needed for a living trust and related supporting documents.
Book this servicePrepare the personal and family information needed for a basic last will and testament.
Book this serviceGet help organizing information for financial or other power-of-attorney documents.
Book this servicePrepare information for advance directives and related health-care planning documents.
Book this serviceBring documents you have already started so we can help you organize missing information.
Book this serviceFor clients who want to prepare several related personal planning documents together.
Book this serviceSelect the service you need and choose an available date and time.
You’ll receive a checklist of the names, addresses, assets, and preferences to bring.
Meet one-on-one to organize the information and complete your document-preparation process.
Choose a convenient appointment time below.
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A checklist is sent ahead of time, but generally you should have legal names and addresses for the people involved, family information, and a basic list of your assets on hand.
Yes. The Complete Planning Package is designed for clients who want to organize information for multiple related documents in one series of appointments.
Appointments are available by phone, video, or in person where offered, so you can choose whichever option is most convenient for you.
No. This is a document-preparation and administrative-assistance service. We help you organize and prepare information for your documents, but we do not provide legal advice.
Schedule a private appointment at a time that works for you.
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