10/23/2026
By the time you sit down with Jill for your first estate planning meeting, you’ll already know exactly what to expect, and exactly what it costs. Here’s how:
Meet Azul, our Client Services Coordinator, and one of the reasons clients tell us this process felt “so much less overwhelming than I expected.”
Before your first call, Azul:
📋 Sends over an educational presentation so you understand the basics of estate planning ahead of time
💵 Shares clear, upfront pricing
🗓️ Gets you scheduled with the right person for your specific situation
💬 Answers your initial questions so you walk into your call already informed, not starting from zero
We built our process this way on purpose: Simplicity and Integrity aren’t just words on our website, they show up in how we treat people from the very first email.
Curious what that first presentation looks like? Comment “GUIDE” and Azul will send you a preview.