An easy and comfortable approach to end of life planning so that you can focus on business of living
Reach out! If you’re ready to move forward in putting your plans together the next step is to request a planning meeting with Amy to discuss your goals and wishes and specific circumstances. You may do so by email, phone or by sending a quick message in the form above.
In preparation for that meeting you’ll want to begin filling out the Confidential Estate Planning Questionnaire. You can fill this out in and submit it to us in two convenient options: online by clicking the “Fill Out Online Form” button below OR you can download, fill out and even print the “paper” PDF* version below. *Please note: the Fillable PDF Form works best with any Adobe Viewer product whether you’re using a MAC or a PC.