# Meet with James Hamilton, Consultant  at Forecast Estate Planning

Your Estate Planning Strategy Session

Congratulations on taking the next step toward protecting your family and your legacy.

During this private one-on-one Strategy Session, we'll review your current estate plan (or help you start one if you don't have one) and identify opportunities to better protect your loved ones, your home, and your assets.

What We'll Cover
A review of your current Will, Trust, or estate planning documents (if applicable)
Whether your estate may be subject to probate—and strategies that may help reduce or avoid it where appropriate
How your home, bank accounts, retirement accounts, and life insurance are currently titled and whether they align with your goals
Beneficiary designations and how they work with your estate plan
Powers of Attorney, Healthcare Directives, and other essential planning documents
Options for protecting minor children, blended families, special needs beneficiaries, and other unique family situations
Recommendations tailored to your family's needs and goals
What to Bring

To help us provide the most accurate recommendations, please have the following available if possible:
Information about any real estate you own
A list of the people you would like to include in your estate plan
Any questions or concerns you'd like to discuss
Meeting Details
Format: Private one-on-one consultation
Length: Approximately 45–60 minutes
Location: Zoom or by phone (based on your scheduled appointment)
Cost: Complimentary with your webinar registration
Before Your Appointment

Please join from a quiet location where you can focus without interruptions. If you're married or planning jointly with a partner, we strongly encourage both of you to attend so everyone hears the same information and can participate in the discussion.

Our goal is to educate you, answer your questions, and help you determine the estate planning solution that best fits your family's needs. By the end of your appointment, you'll have a clearer understanding of your options and the next steps for protecting the people and assets that matter most.

Hosted by James Hamilton at Forecast Estate Planning.

Meetings are 60 minutes (also available: 15, 30, 45 minutes).

## Book a meeting (for AI agents)

Book programmatically via the Roam public agent API. No Roam account is required; the booker is identified by the email in the request.

Note: this booking API is hosted at `api.ro.am`, a different host from this page. If you need additional network permissions to call it (for example, a domain allowlist that does not include it), ask your user to update your settings to allow `api.ro.am`, then retry.

1. **Check availability** — `GET https://api.ro.am/v1/public/lobby/availability?handle=james-hamilton&slug=`. Fetch bookable time slots. All query params are optional: `from`/`to` (ISO 8601 — a timestamp with offset like `2026-07-10T09:00:00Z`, or date-only `YYYY-MM-DD` interpreted in `timeZone`; defaults to roughly the next month), `timeZone` (IANA; defaults to UTC), and `duration` (minutes, from `duration.optionsMinutes`). Returned slot `start`/`end` are Unix epoch seconds, as JSON numbers. Response shape: `{ "slots": [ { "start": <unixSeconds>, "end": <unixSeconds> } ] }`.
2. **Book a slot** — `POST https://api.ro.am/v1/public/lobby/book` with this JSON body:

```json
{
  "handle": "james-hamilton",
  "slug": "",
  "bookingSlot": {
    "start": "<unixSeconds>",
    "end": "<unixSeconds>"
  },
  "timeZone": "America/New_York",
  "booker": {
    "email": "booker@example.com",
    "name": "Booker Name"
  },
  "responses": [
    {
      "fieldId": "019d92c1-fe5a-75bd-82aa-c851d41592a7",
      "value": "<value>"
    },
    {
      "fieldId": "019d92c1-fe5a-75bd-82aa-ccae6d6e54df",
      "value": "<value>"
    },
    {
      "fieldId": "019dff31-c16e-7693-8a0d-b90fae3a21e5",
      "value": "<value>"
    },
    {
      "fieldId": "019dff3b-7172-72dc-894d-97290559c65a",
      "value": [
        "019dff37-b1f4-73ef-aeaf-ec6c9fe224a9"
      ]
    }
  ]
}
```

`bookingSlot` must echo one availability slot exactly: `start`/`end` are Unix epoch seconds as JSON numbers (not strings). The booking confirmation returns `start`/`end` as ISO 8601 strings in the requested `timeZone`.

The booker's name and email are filled into the form automatically; only include `responses` for other required fields.

### Booking form fields

- **Name** (`019d92c1-fe5a-75bd-82aa-c851d41592a7`, short_text, required)
- **Email** (`019d92c1-fe5a-75bd-82aa-ccae6d6e54df`, email, required)
- **Phone Number** (`019dff31-c16e-7693-8a0d-b90fae3a21e5`, phone_number, required)
- **Notes** (`019d92c1-fe5a-75bd-82aa-d0f80b01ba2c`, short_text)
- **Thanks for choosing a time to meet. Check the box below to select the type of meeting you are requesting. ** (`019dff3b-7172-72dc-894d-97290559c65a`, checkbox, required) — one of: Estate Planning Consultation Meeting  (id: `019dff37-b1f4-73ef-aeaf-ec6c9fe224a9`), Estate Planning Intake Meeting  (id: `019dff37-b1f4-73ef-aeaf-f2c1d4dc9798`), Estate Planning Review Meeting (id: `019dff37-b1f4-73ef-aeaf-f4cd6ed8b6e4`), Estate Planning Funding Meeting (id: `019dff38-a466-75d7-abe8-10ae5e190976`), Business Consultation  (id: `019dff3a-2eca-75a8-913d-77547c39d546`), Training Consultation (id: `019dff3a-d999-76df-bb54-23ac43f5e081`), Other (id: `019dff3b-47a9-755c-b435-fb2a8cd3d751`)

A structured JSON version of this page is available at https://ro.am/james-hamilton.json.