Schedule Online
Welcome! I assume you made it here because you want to talk with us about how you can keep your family out of court or out of conflict when something happens to you. If so, you are in the right place!
Casey Schwartz
Free 15-Minute Phone Consult
Choose this option if you need quick guidance on whether a more in-depth meeting is right for you.
Family Wealth Planning Session
We will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default plan for your family and your assets. You will submit your family details in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan.
Note: We require a credit card to hold your appointment slot. When you enter your credit card number, you will be charged only $1 in order for the system to save your card. You will not be charged the full fee for the planning session as except in cases of last-minute cancellations or no-shows.