Thank you for watching our Estate Planning Fundamentals webinar!

After viewing, please click here to access our estate planning questionnaire. Completing this form is the next step to making an appointment with us. You can complete it on paper, or on computer; and return it to us however you wish, by email, mail, fax, or dropping it by our office to meet Katie and/or Damian in person.

Or, if you are “techy,” the best option is to email or call to let Katie or Damian know you have your questionnaire completed, setup your initial meeting appointment, and ask them to setup your “client portal.” All you need is an email, and you will be able to upload to us your completed questionnaire (and any other confidential documents, such as bank or IRA statements, etc.) by secure upload via our client smartphone app or client website. Clients are loving this new option!

We can then schedule your 90-minute meeting either in-person or, if you wish to move quickly, we can often meet with you quicker via videoconference (which works far better than you may think!). Feel free to call the office with any questions: (509) 758-3345.

Thank you for trusting us with this incredibly important legal work. We look forward to working with you!