top of page
Hands of two people reviewing financial charts and bar graphs on a desk.

Booking

A professional headshot of a smiling man with silver hair and a beard, wearing a light blue shirt and navy blazer.

Book an Appointment with Estate Planning Coordinator

Taking the first step toward protecting your assets and securing your legacy starts with a conversation. At Estate Planning Coordinator in Florence, Alabama, we make it easy to get the guidance you need — with no pressure or obligation.

​

Use the calendar below to schedule your private consultation with Scott, our certified estate, trust, and retirement specialist. Whether you’re looking to create a will, avoid probate, or plan for retirement, we’ll help you build a plan you can trust.

A close-up, waist-up view of two attorneys presenting documents to a judge (partially visible) seated behind a wooden bench in a courtroom.

What to Expect During Your Consultation

Your first meeting is all about understanding your goals and identifying your next steps. We’ll take time to listen and provide straightforward answers to your questions. This is not a sales pitch — it’s an opportunity to get expert advice, tailored to your situation.

​

Topics we can cover during your appointment:

​

  • Estate planning basics

  • Last will and testament preparation

  • Power of attorney setup

  • Avoiding probate

  • Living trusts and asset protection

  • Retirement income analysis

  • Tax-free retirement strategies

  • Legacy planning and beneficiary coordination

 

We also review any existing documents you may have and advise whether updates are needed.

Schedule Now

How to Book Online

1

Booking Options:

  • 60-minute in-office consultation

  • Virtual video meetings available upon request

2

Office Location:

121 Yorkshire Circle
Florence, AL 35630

3

Business Hours:

Monday–Friday: 8:00 AM – 5:00 PM (by appointment only)
Saturday: By Appointment Only

Use the live calendar tool below to select a date and time that works best for you. All appointments are private and confidential.

A person in a suit using a laptop with glowing digital overlays of stock market graphs.

Need Help Deciding?

If you're unsure which service you need, choose a general consultation and we’ll guide you from there. Most clients start with estate planning, then add or update services as their needs become clearer.

bottom of page