Please download and complete our Estate Planning Client Information Worksheet in order to provide us with your basic information and begin the process of establishing your Estate Plan. 

If you wish to also provide us with your asset information for the purposes of trust funding, please download and complete our Asset Funding Client Information Worksheet.  

The following diagrams will also provide you with some purposeful questions and thoughts about your life, legacy and generational planning:

Your Life
Your Legacy
Your Generational Planning - Q
Your Generational Planning - A

As part of our legacy planning services, we also offer our clients the opportunity to take part in a Priceless Conversation.  You can check our list of topics below to learn more about this legacy planning concept.  

Priceless Conversations

If you would like to learn more about about Priceless Conversations, please contact Katrina at

"At the center of our being there really are things we have a huge desire to do or accomplish.  We keep putting those things off because we live in a frenetic, busy world and tend to spend most of our time reacting to the demands of external influences, other people, financial problems, physical ailments, and so on...  Life's real fulfillment comes when we honestly answer these questions: What really matters most to me?  What would I really like to accomplish?  What legacy would I like to leave behind?"
-Hyrum Smith