Client Support

Questions? We’re Here to Guide You.

Whether you have a question about your intake, need help understanding the next step, or would like to speak with our team, we’re just a phone call or email away.

You don’t have to work through every question on your own. If something is unclear, reach out and we’ll help you determine the appropriate next step.

Questions about completing your client intake

Help with requested documents or portal resources

Questions about the next steps in your planning process

Email Our Estate Planning Team

[email protected]

Call Goldtree

(833) 707-4653

Call Goldtree

Goldtree Estate Planning provides estate planning education, coordination, and implementation support. Goldtree Estate Planning is not a law firm and does not provide legal or tax advice. Estate planning documents are attorney drafted through an independent document preparation provider. Individual circumstances and state laws vary. When legal or tax advice is needed, clients should consult an appropriately licensed attorney or tax professional.