You don’t need to know exactly what kind of planning you need before contacting us.
Tell us a little about what brought you here, and a member of our team will reach out to learn more.
Just a real conversation.
Our Discovery Specialist will reach out.
We respect your privacy.
(770) 285-5493
Our team will follow up with you to schedule your Discovery Call.
During your first conversation, we’ll learn a little what prompted you to reach out and help you schedule a Discovery Call with one of our team members. We’ll also send you helpful material, along with a brief questionnaire for you to complete before your call. This helps us better understand your circumstances and make the most of our time together.
Our goal is to make getting started simple, comfortable, and informative so you feel prepared and confident about your next steps.
Our Discovery Specialist will take this opportunity to get to know you, understand what’s important to you, and hear what prompted you to explore estate planning. We’ll talk through your concerns, discuss what could be at risk without the right planning in place, and help you determine whether Bascom Law is the right fit for your needs.
Our goal is simple: to help you gain clarity about your situation and feel confident about your next steps.
Building on what we learned during your Discovery Call, your Design Meeting with one of our attorneys is where we shift from understanding your concerns to developing solutions. Y– who will take a deeper look at your circumstances, identify potential risks or gaps in your planning, and design a customized legal strategy to protect what matters most to you.
Our goal is to help you move forward with a clear understanding of your options and confidence in the plan designed for your future.
Your Delivery Meeting is where your estate plan comes together. We’ll walk you through your completed legal documents, answer your questions, and guide you through the signing process. We’ll also prepare your Asset Retitling Plan and provide guidance to help the people you’ve chosen understand their roles and responsibilities.
Our goal is to ensure you leave with a clear understanding of your plan, what happens next, and how to put everything in place to protect what matters most.
Getting started is simple. Choose the option that works best for you – either way, we’ll guide you through the next steps.
Start the conversation in whichever way is easiest for you:
Have a brief conversation about what brought you here and learn how our process works.
Tell us a little about what’s happening and what you’re hoping to address. Our team will follow up with you.
If it looks like we may be a good fit, we’ll send you our Personal Data Collector and help you schedule your Discovery Call.
The Personal Data Collector gives our team the context needed to make your conversation more productive.
Spend 30 minutes with a non-attorney Case Coordinator discussing your situation, priorities, and what you’re hoping to accomplish.
By the end of the conversation, you’ll understand the planning options that may make sense, the associated investment range, and whether you’re ready to move forward.
Once your Personal Data Collector is complete, your 30-minute Discovery Call is complimentary.
Our step-by-step process is designed to give you clarity, confidence, and a plan that truly works.
📞 Prefer to talk now? Call us at (470) 348-5917.
