Schedule a Planning Consultation

Congratulations on taking the first step towards protecting your family, preserving your wealth, and keeping your family out of court and out of conflict!

No matter which package you choose, the first step is to book a Planning Consultation.

About Your Planning Consultation

The goal of this consultation is for you to make all the decisions necessary to complete your estate plan. You'll choose the people you want involved (successor trustee, financial agent, healthcare agent, guardian of minor, etc.). You'll also decide how and to whom to distribute your assets. 

You’ll have the opportunity to ask general questions about estate planning and specific questions about protecting what’s most important to you.

How long will it take? 

Most clients take between 60 and 90 minutes. Clients with minor children take longer, sometimes two hours. 

I block out two hours for every client to ensure that all of your questions get answered. 

How do I prepare? 

Once you book your consultation, I will send you instructions for preparing by email.  

Zoom Conference

The planning consultation will be held via Zoom video conference. 

Cost

I require a $300 payment to book a Planning Consultation. This amount will be applied to the cost of your package should you decide to plan with me.