Congratulations! We're 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:
Plus, receive a digital copy of the best-selling book on legal planning for parents, Wear Clean Underwear, just for registering. Our gift to you.
Don't have time to watch our workshop? Send us a message at email@example.com to discover your options.
Attend our quick pre-meeting informational workshop to discover what you need (and what you don't) to protect everyone and everything you love so they stay out of court and conflict. It only takes about 30 or so minutes -- a small investment of your time, but a big opportunity to not leave a mess for your family when something happens to you. Plus, learn what the process is to get your estate plan in place, how long it will take, and how much it costs. See if we are a fit for your family before meeting with us.
After watching our short educational presentation, you will gain access to our online calendar so you can book your Family Wealth Planning Session and even have the session fee waived for taking the time to get educated. Plus, receive valuable bonuses including a special fee discount! We are only able to waive the session fee for a very limited number of appointments per month, so don't wait! Then, attend your online Family Wealth Planning Session from the comfort of your home. Planning made easy.