Get In Touch
Start the
Conversation.
If you've been putting off your estate planning, you're not alone. The process is simpler than you think — and it starts with a conversation.
Contact Information
We're here when you're ready.
No pressure. No complicated forms. Just reach out and we'll take it from there — at whatever pace works for you.
Book Your Call
Schedule Your Introduction Call
A simple, no-pressure conversation to understand your goals and see how we can help. It takes less than 30 minutes.
1
Pick a time that works for you
2
We'll discuss your goals and situation
3
Get a clear path forward — no obligation
Our Locations
Where we serve.
Mailing Address
Florida Office
7901 4th St N, Suite 300
St. Petersburg, FL 33702
St. Petersburg, FL 33702
Office Location
By Appointment Only
18 Campus Boulevard, Suite 100
Newtown Square, PA 19073
Newtown Square, PA 19073
FAQ
Common questions.
Do I need a lot of assets to need an estate plan?
No. Estate planning is for everyone — regardless of the size of your estate. If you have family, a home, savings, or any assets you care about, a plan protects them and gives your loved ones clarity.
How long does the process take?
It depends on the complexity of your situation, but most clients have a complete plan in place within a few weeks of our initial conversation. We keep the process as efficient as possible.
Is the introduction call really free?
Yes — completely. The introduction call is a no-obligation conversation to understand your situation and see if we're a good fit. There's no pressure and no commitment required.
What happens if my situation changes after my plan is in place?
We provide ongoing support to make sure your plan stays current. Life changes — marriages, new children, new assets — and your estate plan should reflect those changes. We're here for the long term.
Do you work with clients outside of Pennsylvania and Florida?
Yes. We work with families across the United States. All consultations can be done remotely, making it easy to work with us regardless of where you're located.
Ready to start the conversation?
Schedule your introduction call today — simple, clear, and no obligation.
Schedule Introduction Call