Group Consultations

Make your next get-together a fun, casual way
to learn about the estate planning process.

Estate Planning Group Consultations

Setting up an estate plan is generally something that most people know they should do but is very easy for people to delay. People are busy with work, their families, and if they have a free hour or two, few would choose to spend it in a lawyer’s office.

I am a working mother of two young children, and identify with my clients’ demanding lives and schedules. Group consultations are a great way to learn about estate planning in a setting that fits your busy lifestyle. I work hard to demystify and simplify the estate planning process by guiding you through the different types and parts of an estate planning process and answering any questions your group might have along the way. After the session, each participant will leave armed with the knowledge they need to take the next step toward putting a comprehensive estate plan in place - one that meet the needs of their individual family.

Unlike your typical attorney, I provide my consultation services in the comfort of your home or a setting of your choice, at no charge. I will customize my information to meet the needs of the group, including:

Contact me to schedule your group consultation, then round up your friends, some snacks, and enjoy learning about estate planning.