Estate Planning Discovery Session


Schedule Your Estate Planning Discovery Session

Call our office at 303-747-3909 to schedule your personal Discovery Session. When you schedule your personal Discovery Session, we block 1 or 2 hours on our calendar so we can focus your family. We will send you a package of information to complete before our meeting which will help you begin the process of getting your legal and financial life in order. During our meeting, we will guide you to look at what would happen for your loved ones and with your assets if something were to happen to you. And then we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible. Clients routinely say “wow, if we had known how easy this would be, we would have done it years ago!” after meeting with us.

We feel so strongly that you should get the information you need before you invest in your planning that we waive our Discovery Session fee (a $750 investment of attorney time and expertise).

If you must cancel within 3 days of your appointment, and reschedule, we will ask for you to secure your second appointment with a credit card. We understand that this policy of securing an appointment with a credit card may seem unique. So is our law firm. We provide our very best service to those families who are looking for a long-term relationship with their trusted advisor. We expend most of our energy providing an exceedingly high degree of service to our existing clients and limit the number of new clients we see each week.

What to Do Prior to Your Discovery Session

After scheduling your appointment, you will receive an email with your Family Inventory & Assessment and other important information that you will want to review prior to your personal Family Wealth Planning Session. We must have your Family Inventory & Assessment returned to our office 2 days prior to your Session either by mail, fax or electronic mail or we will need to reschedule your Session. Feel free to contact the office at any time if you need assistance completing your worksheet or have any questions at all.

The Family Inventory and Assessment is designed to help you focus in on the important information and questions that are necessary to get your legal and financial house in order.