Legacy & Life Law

Before we meet

A few questions so your Legacy Mapping Session starts with your family, not with paperwork. About three minutes. Then you pick a time.

About you

First name

Last name

Phone

Marital status (optional)

Date of birth (optional)

Where you live

Street address (optional)

City (optional)

State (optional)

Zip (optional)

County (optional)

What brings you here

What is concerning you? Check all that fit.My priority is to make things as easy as possible for my loved ones.I am worried about probate or other unnecessary court proceedings.Being as organized as possible is important to me.I need to protect young or vulnerable children if something happens to me.I want to understand how to protect my assets in retirement.The idea of paying too much in taxes keeps me up at night.I am frightened by the threat of long-term care taking my home and money.Making the right decisions about taxes in retirement is crucial.My business is entering a new phase I am nervous about.

What has stopped you up until now? Check all that fit.How much it will cost.Trusting an attorney with the most important things and people in my life.Taking the time around my busy schedule to get it done.There is so much out there it is tough to decide where to begin.I'm embarrassed I haven't done this sooner.Just thinking about aging and death makes me uncomfortable.

Anything else you want me to know before we talk? (optional)

What do you have in place today? (optional)

Children (optional)

Roughly, what does everything you own add up to? (optional)

Home, retirement accounts, savings, life insurance, a business. A rough number helps me prepare. It changes which taxes matter.

Who can I thank for sending you? (optional)

Website

What happens when you press the button

Your answers are saved for me to read before we talk.
You go straight to my calendar to pick a time for your Legacy Mapping Session. That is the first conversation, and it is free.
Nothing is scheduled until you choose a time there.

Your answers go to Legacy & Life Law and nowhere else. Sending this form does not make me your lawyer yet. That happens when we both sign an engagement agreement.