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We are here to support your planning journey.
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Downloadable Planning Tools & Guides
ESTATE PLANNING GUIDE
Estate planning is the process of making a plan for your family, health, and asset transfer in case of possible incapacity or death. This guide is intended to help you make real progress on your plan.
PROBATE & ESTATE ADMIN ASSESSMENT
This guide details our process for learning about the circumstances of the estate. My hope is that our probate and estate administration assessment process helps you to feel supported.
WILLS WORKSHOP
Will planning is not as tedious or uncomfortable as you might think–it is simply about getting organized.
Join attorney, Sarah Jordan, for a complimentary Wills Workshop!
Initial Consultation
A thirty-minute initial phone consultation with Sarah intended to start giving you clarity about estate matters.
One-Hour Appointment
Discuss your estate planning or probate/estate administration questions. Great as a follow-up to the Initial Consultation or as a stand-alone appointment.