Online Booking

We were doing this even before the rest of the world was - making it easy for you to schedule a time to talk with us.

We conduct all consults by Zoom and many of our follow-up meetings - so you don’t have to take time off of work, find a babysitter, or even leave the house (pajama pants optional).

Choose from the appointment menu below so we can provide the best information to you prior to our call.

  • General Calls

    Choose this appointment type if you are:

    • Seeking a consult on something other than an estate planning or FINRA matter;

    • Opposing counsel;

    • An insurance adjuster;

    • Booking networking or social calls; or

    • Making a general inquiry.

    Book It

  • Estate Planning

    If you are interested in learning about our estate planning services, please click below to book your appointment. Estate planning includes:

    • Wills;

    • Trusts;

    • Powers of Attorney;

    • Health Care Agent;

    • Retirement Benefits Legal Planning; and/or

    • Guardian nominations.

    Book It

  • FINRA/Financial Services

    Financial services cases are their own special breed of cases. Most of them are required to go to arbitration - typically either FINRA, AAA, or JAMS. Whether you are an investor or a registered representative, choose this appointment type to discuss:

    • Investor claims; or

    • Registered rep employment and enforcement matters.

    Book It