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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.
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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.
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.
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Topics we can cover during your appointment:
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Estate planning basics
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Last will and testament preparation
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Power of attorney setup
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Avoiding probate
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Living trusts and asset protection
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Retirement income analysis
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Tax-free retirement strategies
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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
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Booking Options:
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60-minute in-office consultation
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Virtual video meetings available upon request
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Office Location:
121 Yorkshire Circle
Florence, AL 35630
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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.
