Estate Planning Session
During your Planning Session, we will discuss your desires, goals and concerns for your family and your wealth, updates and revisions to any existing estate plan, tax avoidance strategies, guardianship planning, medical decisions, and various estate planning options and their fees and costs. We set aside 2 hours for this appointment. It is an $850+ investment of attorney time and expertise.
*Holiday Special: Estate Planning Sessions are complimentary for a limited time.
Probate and Trust Administration Planning Session
During your Planning Session, we will review any existing estate plan and your various trust, estate and probate administration options and their fees and costs. We reserve 2 hours for your Probate and Trust Administration Planning Session. It is an $850+ investment of attorney time and expertise.
Holiday Special: Probate and Trust Administration Planning Sessions are complimentary for a limited time.
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