Peace of Mind Planning Session

Service Description

We will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default plan for your family and your assets. You will submit your family details in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan. **As a reminder, your investment for the meeting is $750, however, we will waive this fee if you complete your homework before the meeting and your spouse is in attendance (if applicable).**