Application for Discovery Session

Apply for a Planning Discovery Session

Promise to Protect Your Family, In Writing

Congratulations! You've taken the first step. You know it's super important stuff and you want to make smart decisions. Estate planning has always seemed like it was for other people. And, well, your family is 'different.'

In fact, Estate Planning is for Today's Modern Family! Families come in all shapes, sizes, colors, orientations... you get the idea. No two plans are alike. It's about the Right Plan for Right Now... for you.

And you're doing it. You're actually, finally doing it. Good for you! Go for it! Let's chat about your planning goals, different solutions, and discover a plan that will be right for you and your family.

So we can help you best, please tell us a little about yourself and where you're at with thinking about your planning. Don't forget to click the big yellow button at the bottom to submit your application!

First Name *
Last Name *

Email *

Phone 1 *

How did you hear about us?

Are you a Massachusetts resident?

YesNo

Age Bracket

18-2526-4546-6566 or older

Children

NoYes, and they're all under age 18Yes, and some are under age 18Yes, and they're all adults

Housing Status

OwnRentOther

Please indicate the planning you have done in the past (check all that apply):

Will

Durable Power of Attorney

Health Care Proxy

Child Guardianship Declarations

Revocable Trust(s)

Irrevocable Trust(s)

What made you want to invest the time to talk about protecting yourself, your family or your assets? *

What's your biggest struggle right now with finally getting your Wills done? *

How is not having up to date legal stuff affecting you or your family? *

On a scale of 1 (low) to 10 (high) how motivated are you to finally get your Wills done? *

Is there anything else you'd like me to know before we chat? *