Family Wealth Planning
Family Wealth Planning Session™
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 end up creating a comprehensive estate plan for you, the session fee is applied to your legal fees. In some circumstances, we will waive the planning session fee, such as if you previously attended one of our education webinars or classes.
Trust Administration Review Session
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 begin the process of getting organized and setting up an action plan for the trustees so that their fiduciary obligations are met throughout the trust's administration. If you end up engaging our law firm to support, the session fee is applied to your legal fees.
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