Life & Legacy Planning Session

We will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default plan for your family and your assets. You will submit your family details in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan.

Note: We require a credit card to hold your appointment slot. $1 will be charged to hold your appointment except in cases of last-minute cancellations or no-shows where a charge of $750 will be assessed.