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Have questions or feedback? We'd love to hear from you! Feel free to reach out using the contact form below or connect with us via email or phone. Our dedicated team is here to assist you and provide the information you need. Your input is valuable to us as we strive to enhance your experience. We aim to respond promptly and look forward to assisting you.

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FAQS

Trust vs Will... What is right for me?

As much as everyone hates this answer, it depends. Everyone's situation is unique and we treat our clients as such. However, we offer a Free Consultation that simplifies this question, and most of the time, we will be able to tell you in just a few questions what is right for your situation.

Do you offer a FREE Consultation?

Yes, we offer a FREE, no obligation "Estate Planning Strategy Session" to everyone. We believe everyone's situation is unique, and in comparison to most local attorneys, who are going to charge crazy fee's just for their time, we offer a session to understand where you are at in your journey and layout a path to your goals, completely free.

Where are you based out of? If I live In another state will this be applicable to me?

We are based out of Norwalk, CT but, we service hundreds of clients all across the United States. How you might ask? We have a nation wide network of attorneys coupled with our proprietary software we use called "Estate Guru." So rest assured, no matter where you are, we are confident we can help you.

What is the cost for your estate planning services?

Are fees can vary depending on the situation, and what you want to do with your estate plan. However, something to keep in mind. We operate on a fixed fee, rather than hourly and compared to most local attorneys, our clients tell us we usually save them about 50% versus their fee. Schedule a FREE, no-obligation strategy session with our team and we can determine a quote for you.

How long have you been around?

We have been helping clients with their estate plans since 1997, almost 30 years of service!

What if I am looking to learn more but, I am not ready for a phone call?

Register for one of our upcoming webinars! We hold them almost every other week on Wednesdays at 2:00 PM EST. Our webinar is designed for individuals at all levels of knowledge regarding estate planning. Whether you're starting from scratch or looking to refine your existing plan, our experts will guide you through the essentials and answer any specific questions you might have. We aim to simplify complex processes, making estate planning accessible and understandable for everyone. Even if you can't make it, we will send you a replay, so nothing to lose!

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