Julian Bryant

This is a relaxed conversation where you can tell me about your situation and what's driving your interest in estate planning right now. Maybe you've had a major life change, are concerned about your family's future, or simply want to get organized. Whatever’s on your mind, I want to understand your specific goals and concerns.

During our chat, we'll cover:

• What's most important to you in an estate plan
• Your family dynamics and any unique considerations
• A general overview of your assets and how they're currently set up
• Questions you have about the estate planning process
• How I can help create a plan that truly fits your needs

No homework required for this first conversation - just bring your questions and an open mind. We'll figure out together what documents and strategies make the most sense for your situation.

This enables us to go in-depth with your estate plan and allows both client and attorney to ask questions to complete or revise the plan.