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To ensure your time with our attorneys is as productive as possible, we’ll first schedule a brief call with our Client Case Manager. During this call, we’ll learn about your needs, answer initial questions, and make sure we’re the right fit.
Once we’ve confirmed a good fit, we’ll schedule your personalized Strategy Session with one of our estate planning attorneys.
Your Strategy Session, if scheduled, will be with one of our experienced estate planning attorneys, including Jake Carlson, Glenn McMinn, or Rebecca Easton.