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I don’t have an estate plan yet and want to get started I have an estate plan but need to update it A loved one has passed away and I need help with probate or estate administration I’m looking for help with a specific issue (guardianship, special needs, Medicaid, etc.) Other

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Making sure my kids or family are taken care of if something happens to me Protecting my assets from taxes, creditors, or unnecessary costs Planning for a loved one with special needs or a disability Navigating probate or settling a loved one’s estate Updating my plan after a major life change (marriage, divorce, new child, retirement)

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I own a home or real estate I own a business I have investments, retirement accounts, or life insurance I have children under 18 I have a child or loved one with special needs I’m caring for aging parents (sandwich generation) I’m approaching or in retirement None of the above / just getting started

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