Estate Planning Session
Life & Legacy Planning®
Service Description
I’m here to guide you through a counseling approach to estate planning that ensures your plan truly works for you and your family. After all, if your plan isn’t effective when your loved ones need it most, what’s the point of planning at all? Together, we’ll explore the unique dynamics of your situation, take inventory of your assets (you might be surprised at what you already have), and help you choose the right plan for your life and the people you care about. Every plan we create is customized to your circumstances and your budget. By planning thoughtfully for both life and death and gaining a clear understanding of your legal and financial realities, you’ll be empowered to make decisions with clarity and confidence. This is what we call Life & Legacy Planning®. We call it Life & Legacy Planning® because we do more than just help you decide between a will or trust (though we do that). We help you take control of your life, define your aspirations, and leave a lasting impact that reflects your values and goals. Most importantly, you’ll have peace of mind knowing your loved ones won’t be left navigating uncertainty. They’ll be able to make decisions aligned with your wishes when it matters most. As your trusted advisor and Personal Family Lawyer®, I’m here to help you make the best personal, financial, and legal decisions for your family today and for the future. I will also be there for your loved ones when you can’t, supporting them during what may be one of the most meaningful moments of their lives. Let’s start planning for the people you love and everything you care about. Book your Life & Legacy Planning® session today.
Cancellation Policy
Terms and Conditions: A $300 payment is required to schedule your consultation. This amount will be applied toward the total service fee, minus any applicable fees for late cancellations, no-shows, or late rescheduling. The $300 does not reflect the total cost of services; additional fees may apply based on the type and scope of services. Cancellation & Rescheduling Policy: Please provide at least 24 hours’ notice to cancel or reschedule. Cancellations or reschedules made within 24 hours, or missed appointments, incur a $300 fee. To cancel or reschedule, contact our office by phone, email, or your booking confirmation email. Thank you for your understanding and cooperation.