How To Get Started Today? 

Your Appointment Options

You have three options for your next step:

You can schedule a free 15-minute phone consultation to learn more about us and get a few preliminary questions answered.

You can schedule your Life and Legacy Planning Session and complete the pre-session homework so that you come in prepared to be educated, informed and make empowered decisions for the people you love.

You can schedule your Estate Plan Checkup and Review if you have an existing plan so that you can get educated on whether your existing plan still works for your family or if you have gaps that you must fill to have the peace of mind your family is covered.

Step 1:

Schedule Your Life and Legacy Planning Session

Call our office at 303-900-8819 to schedule your personal Life and Legacy Planning Session or use our online scheduling link to choose the most convenient appointment time for you to meet with Kendra.

When you schedule your personal Life and Legacy Planning Session, we block 2 hours on our calendar so Kendra can focus entirely on you and your family during this time. We will send you information to complete before our time together, which will help you begin the process of getting your legal and financial life in order. During your meeting, Kendra will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you. And then, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible. 

Step 2:

Prepare for your Life and Legacy Planning Session

After scheduling your appointment, you will receive your secure link to our Legacy Vault to complete the intake paperwork prior to your Planning Session. Feel free to call the office at any time if you need assistance or have any questions at all.

If you have existing estate planning documents, please make sure that we have your existing documents in our office at least a week before your meeting so that I can review them prior to meeting with you. 

Step 3:

1. To identify whether there is a good fit between you and Strong Law, and... 
2. To educate you about the law and what would happen if you died with your current (or no) plan in place so you can make the most informed and best decisions for your family. 
   

By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together with my guidance, make the decisions that are necessary (including choosing your own fee) to give you the peace of mind of knowing your family would be taken care of when something happens to you.



Assuming that you and I determine that there is a good fit between my law office and your family AND that you identify specific ways you would want things to happen that are different than what would currently happen if something happened to you, you and I can design a plan for your family right away.

What Happens Next?

Once we have completed the design of your plan, we will schedule a meeting for you to sign your planning documents approximately 4 weeks later.



I have a process of reviewing your documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly the way you want things to happen when something happens to you and that your loved ones will be in excellent hands with our firm. Once you sign your planning documents, your assets and your family are protected as discussed during your design meeting. 

At our final meeting during the planning stage of our relationship, we verify that all of your asset transfers are moving forward on track whether we are taking the lead or you are taking the lead with our guidance. We review your asset spreadsheet with you and ensure all of your questions are answered. Of course, if they aren't or they become cloudy later on, we are always available to answer your questions at any time in the future. And, there's no charge for that.

Finally, we are always here for you and we don't charge you for phone calls or emails. We welcome your communications! 

You'll be amazed at how easy and painless the entire planning process will be for your family.

If you are ready to get started…