3035 SE Maricamp Rd. #104-411
Ocala, FL 34471

RESOURCES

CLIENT RESOURCES

How We Operate:

To best serve our clients, we set aside blocks of time to speak with clients via telephone or video conference. If you would like to confer with one of our experienced attorneys, please select one of the options below:

Existing Client Conference – During this call, you will receive an update on your legal matter and can ask any questions you may have. Check-In Calls are scheduled for 15 minutes and are only available for existing clients who have signed an Employment and Fee Agreement with our firm.
CHECK IN Estate Planning Consultation – During this conference, we will discuss your personal and family dynamics, assets, liabilities and overall goals to develop your individualized estate plan. To make the best use of our time during this conference, potential clients submit a completed Estate Planning Questionnaire prior to the scheduled consultation.
Estate Planning Questionnaire

*In order for this consultation to be complimentary, all required documents must be submitted to our secure online portal at least 72 hours prior to your scheduled appointment time. Failure to provide the required documentation will result in a $150.00 consultation fee payable at least 72 hours prior to your scheduled consultation.
Book Complimentary Estate Planning Consultation Now

Estate Administration Consultation – During this conference, we will assess your case to determine whether we will be able to assist and to begin developing a legal strategy for your matter. In order to make the best use of our time during this call, potential clients submit a completed “Estate Administration Questionnaire” and any Last Will & Testament, Trust Agreement, Separate Writing Regarding Tangible Personal Property, or any other estate planning documentation the decedent had in place through our secure client portal .
Estate Administration Questionnaire

*In order for this consultation to be complimentary, all required documents must be submitted to our secure online portal at least 72 hours prior to your scheduled appointment time. Failure to provide the required documentation will result in a $150.00 consultation fee payable at least 72 hours prior to your scheduled consultation.
Book Complimentary Estate Administration Consultation Now