Strategic Estate Design Session (2-meeting Package)
One 30-minute consult plus 2-hour working session designed to organize your financial life from top to bottom and assist you with designing an estate plan.
Initial 30-minute phone consult to assess your goals and needs and get to know you. During that consultation we will schedule your two-hour working session designed to organize your financial life from top to bottom and assist you with designing an estate plan. You will receive education on the types of estate plans and each plan's pros and cons. You will leave the session understanding the different options of asset protection and how to support and protect your family in the event of incapacity or death. You will work through choosing guardians for minor children, as well as your designated personal representatives. You are guaranteed to leave this session with peace of mind and a plan of action in place. Moving forward with drafting your estate plan after this session is optional. You can select your initial consult call appointment here.