Your first contact begins with a conflict check, so we can confirm the firm is free to take your matter. We then review the basic facts of your dispute or estate plan to decide whether and how we can help.

Each matter is analyzed on its own merits. We look at the claims or planning goals involved, the timelines that apply, and the documents that will shape the next step. You will hear a plain-language explanation of the issues before any commitment is made.

Collect any wills, trusts, deeds, leases, account statements, medical or care facility records, and correspondence related to your matter. Keep originals safe and bring copies if you prefer.

Complete the contact form with a short summary of your situation, the parties involved, and any deadlines you already know about. This helps us complete the conflict check quickly.

We will confirm a time to review your materials and discuss the merits of your claims or planning goals. Everything you share is handled confidentially from the first conversation onward.