INTERACTIVE VIDEO CONSULTATION
Already Know What Your Client Needs?
ON-DEMAND LIVE APPOINTMENT HOURS
8 AM - 4 PM Pacific Standard Time
Monday - Friday
Why wait for your initial consultation? Use our free interactive virtual consultation with managing attorney Jacob Stewart by clicking the image above! You'll save time, and help us assess your needs to see if you qualify for a simple assisted trust or if you have more advanced needs that require specialized planning, and you'll schedule your follow-up appointment with one of our attorneys directly at the end of the consultation.
If the client requires more advanced planning such as:
High Net Worth ($3M+) * Special Needs
Business Owner * Asset Protection
Legacy/Charitable Planning * International Assets
Non-US Citizen. * Non-Permanent Resident
IT IS STRONGLY RECOMMENDED THAT THE FINANCIAL ADVISOR/PROFESSIONAL MEET WITH OUR LSPN CONCIERGE PRIOR TO MAKING THE CLIENT APPOINTMENT