Booking your Life & Legacy or Strategy Session with a trusted Client Relations Specialist is Step 1 in our Smooth Sailing System process.

You start by telling us your story — your history, your family and your career. Then we talk about your current circumstances and concerns, your loved ones and your future. We talk through what your loved ones would need if you died or became disabled, or what to do if you have received a recent diagnosis that will require long-term-care. We’ll have you bring appropriate documents and fill out paperwork as needed – but we’ll try to keep it limited.

Over a 60-minute session, we will:

  • Share background about us, who we are, and our unique approach
  • Learn more about your particular situation
  • Listen and help identify your concerns & goals
  • Explain options
  • Estimate costs for your customized package
  • Answer your questions

When you book your appointment with a Client Relations Specialist, you will be directed to a payment page to submit a deposit for your appointment. We collect a $100 deposit for in-person meetings, and a $150 deposit for virtual meetings. This deposit shows commitment to us and to yourselves that you will take the next step to show up for your appointment. If you cancel your appointment within 48 hours of the scheduled time, your deposit is refunded. If you attend a session and engage with us within 30 days, the deposit is applied to your case.
(If you are booking during one of our seminars, the consult link will direct you to the discounted session fee pricing)

Some have anxiety, others procrastinate,

but you still need to do what needs to be done to protect your family…

They are who really matter!!

See what other Safe Harbor Estate Law clients are saying about their experience.

Guiding You Through The Process Of Protecting Your Family And Assets

The Four Cs - Our Unique Approach to Estate Planning in Minnesota

We care, and it shows. You’re not just a number to us. We listen, and we ask questions. We strive to improve our client’s lives every day.


Our firm goes above and beyond to make you feel comfortable throughout the process so you feel informed and confident every step of the way.


We help you leave a legacy that is smoother, less expensive, and less hassle for your loved ones with a plan that is uniquely tailored to your goals.


Our team is motivated to help you experience smooth sailing from start to finish so everything is done thoroughly and properly.

Estate Planning Tools & Asset Protection Strategies

for Residents of St. Paul, MN and Western Wisconsin

Top-Rated Estate Planning & Probate Law Firm

Serving St. Paul, Greater Minnesota & Wisconsin

Estate Planning & Asset Protection Workshops

I attended a free seminar to learn about getting a Will. I learned so much more than I expected! I then hired Safe Harbor Estate Law to create a Will, POA and Trust. The process was very simple!

I highly recommend everyone to contact Safe Harbor to help you too!

— Cindy Olson
Learn More About

Estate Planning, Asset Protection and the Probate Process

in Minnesota and Wisconsin
St. Paul, MN Estate Planning Law Firm

Helping Minnesota & Wisconsin Residents

Navigate Asset Protection, Estate Planning & Probate with Care and Confidence