Congratulations! I'm assuming you made it to this page because you want to talk with us about how you can keep your family out of court or out of conflict when something happens to you.
Here is our process for scheduling your initial appointment, which we call a Family Wealth Planning Session:
You may also schedule a complimentary 15-minute phone call below.
DISCOVER
Attend our free educational workshop to discover more about what you need (and what you don't) to protect everyone and everything you love so they stay out of court and conflict. Learn what the process is to get your estate plan in place, how long it will take, and how much it costs. Get informed and make empowered decisions.
ACCESS
After watching our free educational presentation, you will gain access to our online calendar so you can book your Family Wealth Planning Session and even have the $750 fee waived for taking the time to get educated. Complimentary appointments are limited, so don't wait. Then, attend your online Family Wealth Planning Session from the comfort of your home. Planning made easy.
BOOK
ONLINE
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