Schedule Your Home Consultation

Tracey travels to your home at the scheduled time. You talk through your family situation, assets, and goals, and she explains what an Estate Plan can do for you — and what you may not need. It's a conversation, and everything stays confidential.

The initial in-home consultation is free for clients within the service area. Phone consultations work differently — call 260-699-4055 and we'll explain how it works.

No. Bring your questions. Tracey guides the conversation and explains the options in plain language. If you have existing instruments such as a Will, trust, or Powers of Attorney, it's helpful — but not required — to have them available.

Life happens. You can reschedule through the online calendar at any time, or call 260-699-4055 and we'll find a new time.