Preparing For Your Legacy Planning Session
If you are ready to get your estate plan in place, we are committed to helping you make the best decisions for you and your family.
We block out one hour of an estate planning attorney’s time for your Legacy Planning Session.
Here’s How It Works
We will waive our normal consultation fee of $750, if you can commit to:
- Completing our Estate Planning Questionnaire at least 3 days before your consultation. This will get you financially organized, which will be a huge benefit to your loved ones regardless of whether you move forward with an estate plan, and will help the attorney prepare for your consultation.
- If you are married and planning together, both spouses need to attend the consultation and watch the webinar. Important decisions will need to be made and you will not be able to fully recap to your spouse all of the valuable information you will receive during the webinar and your session with the attorney.
- Let us know at least a week in advance if you need to reschedule your appointment so that the attorney’s valuable time can be used to help another family.