Important: Asset Protection and Estate Planning consultations are in high demand and typically book out in advance. We recommend scheduling at least two weeks ahead to secure your preferred time. For the best experience, we recommend scheduling your consultation via Zoom or Microsoft Teams. These platforms allow us to securely record the meeting, take detailed notes, and provide you with a clear summary afterward—so nothing gets missed.

If video isn’t convenient, no problem—you can easily dial in using the phone number provided in your Zoom confirmation.

Please note: All calls and video meetings with our office are recorded and may be synced with our AI-powered note-taking system for accuracy and future reference—for both you and our team.