Needs Assessment

Any client requesting advisory, tax preparation, professional trustee or executor appointment solutions or other professional services offered should book a complimentary 20 minute consultation with Karen though the website, or by contacting Karen directly. The purpose of the consultation is to help you evaluate the overall fit with Just Estates® and learn if my professional services offered can assist you or your family, along with getting a general idea about the estimated time and fees for these services.

To get started please reach out! There is no obligation to retain me after the consultation, but if you are ready to move forward, I can move towards onboarding you as a client and discuss next steps after the consultation.