Know Your Next Step
for Your Will or Trust.
Speak with James Hamilton about where you’re starting, the questions you have, and how Forecast’s will and trust services work—so you can make a more informed decision for your family.
- Discuss your questions.
- Understand our service options.
- Learn what moving forward would involve.
20 minutes with James Hamilton. Choose a time that works for you.
Let’s Talk About Your Estate Plan.
20 minutes with James
A focused conversation about your questions and starting point.
Clear explanations
Understand Forecast’s will and trust services in plain English.
An informed decision
Learn what the process involves before deciding whether to continue.
Choose Your Time With James
Select an available appointment below, then complete your details to finish booking.
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You Don’t Need to Have It All Figured Out.
You might be starting from scratch, unsure about documents you already have, or simply ready to stop putting this off. Start with a conversation about your questions.
“I’ve been putting this off.”
Getting started can feel like a big task. Begin by explaining where you are now and what you want to understand.
“I’m not sure what I need.”
You don’t have to choose a service before you speak with us. Ask about our will and trust options and what each involves.
“I want to make thoughtful decisions for my family.”
Discuss what matters to you and learn how Forecast’s process works.
Bring your questions. Start with a conversation.
Make Your Next Decision With More Clarity.
Here’s what you can discuss with James during your consultation.
Your Starting Point
Share whether you’re starting fresh or already have a will or trust.
Your Main Questions
Explain what prompted you to explore estate planning and what you would like to understand.
Our Service Options
Ask what Forecast’s will and trust services include and how the process works.
What Happens Next
Understand the next steps if you decide to move forward.
Know the Prices. Ask What’s Included.
Clear service prices help you decide whether a conversation with Forecast makes sense for you.
Use your consultation to understand what each service includes and what moving forward would involve.
Real People Behind Your Next Step.
Get to know the Forecast team before your consultation.
Renee Parris
Certified Financial FiduciaryRenee brings an approachable perspective to estate planning education and the financial questions families want to understand.
James Hamilton
Your Consultation ContactYour appointment is with James. Bring your questions about Forecast’s services, explain your starting point, and learn what the process involves.
Meet the Forecast Team
The people behind the conversations and services at Forecast Estate Planning.
Three Steps to Your Consultation
Choose Your Time
Select an available 20-minute appointment with James.
Complete Your Details
Fill out the calendar’s booking form and confirm your appointment.
Come With Your Questions
Discuss your starting point, understand our services, and explore your next step.
Frequently Asked Questions
Stop Wondering Where to Start.
Have the Conversation.
Set aside 20 minutes with James to discuss your questions and understand how Forecast’s will and trust services work.
Choose a time that works for you.