After your complimentary consultation, we'll schedule a follow-up call to delve into your unique situation, including your assets, family dynamics, and any other details crucial to crafting the perfect plan for you. Plus, we'll set you up with a personalized online portal (MyCase) for easy document sharing and collaboration.

One key document you'll find in your portal is our intake form. This form ensures we have accurate information and spellings for your documents. Please take your time filling it out thoroughly, and don't hesitate to reach out if you have any questions. We've also included some helpful insights on common questions to guide you through the process.