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Let's build your Invisible House — together.

Just a few details so we know who we're building for and where to send your plan. Nothing scary — it takes less than a minute.

Step 1 of 3

Tell us a little about you

Please enter your full name.

We'll send your plan and next steps here.

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In case we ever need to reach you directly — never for marketing calls.

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Your information stays private and is never sold or shared. See our Privacy Policy.
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Step 2 of 3

Let's get 30 minutes on the calendar.

Pick a time that works for you and meet with our team for your initial consultation — this is where we walk through your plan together.

Initial Meeting — 30 minutes

Hosted on Microsoft Teams and scheduled through our Outlook calendar. You'll get a confirmation and a calendar invite the moment you book.

Book Your 30-Minute Meeting ↗
Step 3 of 3

Estate Plan Design Information

The more we know before we meet, the more of our 30 minutes we can spend on you. Fill this out now, or skip it and do it later — completely your call.

Family & Household

Assets Overview

Key People

Special Instructions

Invite Others to Join the Meeting

A spouse, co-trustee, adult child, or financial advisor — anyone you'd like at the table. Optional, up to 3 people.

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That doesn't look like a valid email — please double-check it, or leave it blank.

You're in

You're all set.

Initial Meeting

Thanks, Jordan.

  • Your 30-minute meeting is booked. A calendar invite with your Teams link is on its way from Outlook.
  • We've emailed you a copy of your Estate Plan Design Information for your records.
  • Your reminder email will include your meeting link, so it's easy to find on the day.
Before your meeting

Please have this information — and any questions you have — ready when we meet. It's the single best way to make sure we spend our 30 minutes on your plan, not on paperwork.

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