• Family Wealth Planning

    • Family Wealth Planning Session™

      2 hours @ $770.00

      We focus entirely on you and your family during this time. We will send you a package of information to complete before our time together, which will help you begin the process of getting your legal and financial life in order. If we e ...

    • Estate Administration Review Session

      2 hours @ $950.00

      We're sorry to hear about your loss. This session is designed to help you understand the next steps in administering your loved one's estate. We'll send you a package of information to complete before our time together, which helps you ...

    • Trust Administration Review Session

      2 hours @ $950.00

      We're sorry to hear about your loss. This session is designed to help you understand the next steps in administering your loved one's trust. We'll send you a package of information to complete before our time together, which helps you ...