Design CONSULT
At Contego Legal, the design consult is your first step toward creating a secure and personalized roadmap for your family’s future.
To get started, simply fill out the form below.
Once submitted, you’ll receive an email containing our Estate Planning Worksheet. After you complete the worksheet, a team member will reach out to schedule your Design Consult.
During the consultation, we’ll take the time to understand your unique goals and objectives.
Using the details you’ve provided in the Estate Planning Worksheet, we’ll guide you through key decisions—such as choosing a successor trustee or designating guardians for your children. From there, our expert team will craft a tailored estate plan that meets the specific needs of your family or business.
How does it work?
We’ve designed a straightforward, six-step process to guide you every step of the way, making it easy for you to design and implement an estate plan that will protect you during your lifetime and, upon your death, achieve the goals you have for your assets. Click below to learn more.