We work a little differently that most estate planning attorneys, and all of the differences are designed to get your plan designed for you quickly and with the least friction possible. We want to make this easy and simple for you (even enjoyable!) so that you can go back to taking care of your family and your business. Read on for how to schedule with us.
Choose this option if you need quick guidance on whether a more in-depth meeting is right for you.
Life & Legacy Planning Session
The Life & Legacy Planning Session is a 90-minute to 2-hour working meeting during which we will guide you to look at everything you own (your assets), everyone you love (your family dynamics), and what will happen to all of it when something happens to you (your legacy).
Then you will tell us what matters to you most about your life and legacy, and if you decide to proceed, together we will design the most effective and affordable plan for you and the people you love.
The fee for this meeting would normally be $750.
But, if you would like us to waive the Planning Session fee, all you need to do is commit to getting a little educated and completing your Personal Resource Map (I call it the “homework”) before our meeting, and submitting it at least 48 hours before your meeting so we make the best use of our time together.
Doing the Personal Resource Map homework is a crucial first step in estate planning. This will not only give you and your loved ones clarity about your assets, it will make the Life & Legacy Planning Session totally free for you. Even if you decide not to move forward with your plan, you will leave with clarity about your assets and what would happen if something were to happen to you today.
If you would prefer to not submit the work ahead of time, you are welcome to pay for the Life and Legacy Planning Session and we will credit the Planning Session fee to any additional work we do together afterwards.
Note: We require a credit card to hold your appointment slot. Nothing will be charged unless you cancel at the last minute, don’t show up for the appointment, or don’t complete your Personal Resource Map at least 48 hours in advance.