Get Started.
We make it easy for you to take care of the people you love. Schedule your appointment to get started.
Free 15-minute Introductory Call
Choose this option if you want to schedule a quick call to discuss whether a more in-depth meeting is a good fit for you.
Life & Legacy Planning Session
(in-person or virtual)
Choose this option if you’ve already read this description about what to expect in your Life & Legacy Planning Session (including how to get your session for free), and you’re ready to learn about creating a solid estate plan to protect the people you love.
You can schedule your Life & Legacy Planning Session online below. Please note: different appointment types may have different dates and times available. If you prefer to schedule by phone, or if you’d like to request an alternate appointment time, please call our office at (518) 309-2252 , or use the Contact Us form.