Our firm does not allow walk-in appointments. To schedule an appointment, please call us at (239) 945-3883 and we would be more than happy to find a time with you to meet with our team.

Yes. We understand that it may be difficult for you to come to our office for a meeting. Zoom, telephone, hospital and in-home appointments are available upon request. When scheduling your appointment, just let the team member know and we will be happy to make those accommodations.

For your initial consultation, your children are able to accompany you in your appointment. Keep in mind the information that you will be discussing during your appointments including finances. Amy may, at any time, ask anyone who has accompanied you to step out during some of the meetings.

Before your initial consultation, please ensure that you have either submitted your electronic questionnaire or have a hard copy of your physical questionnaire. We request you to bring any existing estate planning documents and/or any documents you think would be helpful for Amy to see during your initial meeting.

After becoming an established client, the best way to reach Amy is to call our office at (239) 945-3883 and ask one of our team members to set up a telephone appointment with Amy.

When emailing Amy, please ensure to CC another member on our team.