book your session
Family Legacy Planning session
Our process is designed with families in mind.
Join me for a 45-minute consult (Zoom) where we take a personalized look at your family’s situation and goals. You will leave the session with a good idea of what estate planning strategies will work best for your family.
designed with the busy pEOPLE in mind
Here’s how easy it is!
I’m a parent too. We know how hectic life can get. That’s why we have simplified and streamlined the process.
Step 1
Book your Family Legacy Planning Strategy Session
Your Family Legacy Planning Strategy Session is a chance for us to get to know each other, review your goals and objectives, and talk about your options and our packages and fees. Now that you’ve decided to move forward, the next step is to schedule your Estate Plan Design Meeting!
Step 2
Attend your Design Meeting
Your second meeting with us is your Estate Plan Design Meeting. We’ll roll up our sleeves and design your Revocable Living Trust and other estate planning documents. Nothing you decide in this meeting is set in stone; you’ll have lots of chances to make changes throughout the process. This meeting will happen via Zoom.
Step 3
Document Review
After your Estate Plan Design Meeting, we’ll draft your Trust and other estate planning documents. Once your documents are ready, we’ll email them to you for your review. After you’ve had a chance to look them over, we’ll hop on another Zoom for your third meeting with us – the Document Review Meeting. We’ll go over the documents together and answer your questions so you feel comfortable signing.
Step 4
Signing Ceremony (Woohoo!)
When you come in to sign your documents, we call it a “Signing Ceremony”, because this is a big deal! Once your documents have been signed, notarized, and witnessed, they are official! Your family and assets are now protected. Congratulations! We will provide the 2 witnesses as required by law and the notary.
Streamlined estate planning for busy parents
What Will Happen During Your Family Legacy Planning Strategy Session
1. I will answer all of your questions and listen as you share your goals, concerns, and objectives
2. I’ll map out your options including a Will versus a Trust, so you can make educated, informed decisions about what is best for your family
3. I’ll thoroughly review our process and unique flat fee pricing so you know exactly how much your investment will be and how long it will take
4. Then, if we decide we’re a good fit to work together, we’ll discuss next steps. And if not, that’s fine too!
5. Either way, you’ll leave our session clearer than ever before about what you really need (and really don’t need!) to protect your family and assets.
