Intake Call - 15 Minutes:

Get started with a complimentary 15-minute discovery call with our Client Services Direction to learn more how we can help you consider the right path to an estate plan or business plan that works for you and the people you love.

Life & Legacy Planning Session

Ready to get your Will or Trust in place (or updated) and want to ensure you have the right plan, not just a set of documents that might fail your family when they need them? Our Life & Legacy Planning Session is for you! Your Session Fee will be waived if:

• You commit to completing the online questionnaire (homework) before our planning session so we can advise you based on your unique family values, dynamics and assets; and,
• If you are married and planning jointly, both spouses must be in attendance.

Planning Session is available only to residents of the state of Florida. 

Business Strategy Session

Business guidance begins with a 1-hour Business Strategy Planning Session with attorney Elizabeth Joiner. During this Business Strategy Planning Session, Attorney Joiner will evaluate your business needs and recommend next-steps.