Book a Planning Consultation

A few quick questions to help us prepare for your conversation. This is for intake and consultation preparation only.

First Name *

Last Name *

Email *

Phone *

What is the best way to contact you? *

Phone Call

Text Message

Are you planning for: *

Myself

Myself and my spouse/partner

A family member

What are you hoping to accomplish? (Select all that apply)

Do you currently have estate planning documents? *

Yes

Some, but they may need updating

Do you own real estate? *

Yes

Do you have minor children? *

Yes

Anything you'd like a Legacy Planning Advisor to know before your appointment?

Text message updates (optional). By checking this box, I agree to receive text messages from Lyn Ryan Group at the mobile number I provided, including appointment reminders, service updates, and responses to my inquiry. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. Consent is not a condition of purchase. See our Messaging Terms & Privacy Notice.Marketing SMS Consent (Optional) I consent to receive marketing text messages about Lyn Ryan Group services, special offers, educational information, and service updates from Lyn Ryan Group LLC at the phone number provided. Message frequency may vary. Message & data rates may apply. Text HELP for assistance or reply STOP to opt out.

Your privacy matters. The information you share through this form is kept confidential and is used only to respond to your inquiry, prepare quotes, and coordinate the services you request. It is stored securely, access is restricted, and it is never sold or shared for marketing by third parties. Please do not include detailed medical or health information in this form — we will discuss any health details privately by phone. Read our full Privacy & HIPAA Notice.