How To Become A Client

Last updated on May 6, 2025

Our unique two-step planning process for becoming our client is quite simple. It begins with a Free Initial Consultation ($350 value), in which we review any existing documents you have, learn about you and your current goals and future needs. It ends with the Creation and Implementation phase in which we prepare and execute customized documents for you, and coordinate asset ownership and beneficiary designations.

Reach Out When You Are Ready

When you are ready to schedule a consultation, please call 210-985-2741 or complete the Request a Complimentary Consultation form and we will give you a call to schedule. The next step is to download our Client Intake Form to get started.