You’ve Already Done the Hard Part
Deciding to reach out, whether you’re facing a loss, trying to protect someone you love, or finally tackling the planning you’ve been putting off, takes more courage than most people expect. We’re glad you’re here.
There are no wrong answers on this form. You don’t need to know exactly what you need or what to call your situation. That’s what we’re here to help with.
What Happens Next
When you submit this form, our intake coordinator, Lesly, will reach out within one business day. She’ll ask a few initial questions, nothing complicated, and if it sounds like we may be a good fit, she’ll send you a short worksheet and a link to schedule your consultation, either at our Uptown Dallas office or via Zoom.
That consultation is your chance to tell us what’s going on, ask questions, and understand your options. You don’t need to come in with everything figured out.
What to Include in Your Message
A sentence or two is plenty. Just tell us:
- What brought you here today (a recent loss, a family member who needs help, an estate plan you’ve been meaning to do)
- Whether there’s any urgency or a deadline we should know about
That’s it. Lesly will take it from there.