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Toll-Free: (800) 660-7564
Email: info@covertlaw.com

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Thinking About Becoming a Client?

Welcome to our firm and our LifeStyle™ planning process for both individuals and businesses. We hope you will enjoy our web site and also learn a great deal about proper estate planning.

We offer 2 ways for you to explore the possibility of becoming a LifeStyle Personal Planning™ client:

1. You may attend a free educational workshop called Estate Plans That Work™ or

2. You may skip the educational workshop and proceed directly to a one-on-one meeting with our LifeStyle Coordinator™ in a meeting we call the Relationship Explorer™.

We suggest you come to the free workshop first, but we do not require you to do so. Either way, you will have the opportunity to explore with us whether it makes sense for you to do your personal estate planning with us. Similarly, we will decide whether we wish to proceed with you going forward. We do not undertake to represent everyone who attends our workshop or Relationship Explorer™ meeting.

Click on either of the links below to decide what you would like to do. You will be able to register yourself for either meeting.

Workshop: Estate Plans That Work™

Consultation: Relationship Explorer™

Learn About the LifeStyle Personal Planning™ Process

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