- Initial 15 Min. Estate Planning Phone Call (MyEstateMeeting.com)
15 minutes
We're going to discuss your goals, confirm we can help you, and if it makes sense, we'll invite you to book a Family Prosperity Planning Session to gain full clarity on the exact plan you'll need that will actually work when your family ...
- Initial Estate Planning Meeting - In Person (15 minutes)
15 minutes
This is not a sales meeting. We're going to discuss your goals, confirm we can help you, and if it makes sense, we'll invite you to book a Family Prosperity Planning Session to gain full clarity on the exact plan you'll need that will w ...
- Probate Strategy Session - Phone (30 min)
30 minutes
I am sorry for your loss, and thank you for considering us to help you through this process. This meeting is a time for me to get to know a little about you and your lost loved one and for you to get to know about me. On the date and ti ...
- Probate Strategy Session - In Person (30 min)
30 minutes
I am sorry for your loss, and thank you for considering us to help you through this process. This meeting is a time for me to get to know a little about you and your lost loved one and for you to get to know about me. On the date and ti ...
- 15 Min. "Meet & Greet" Call with Elliott Feldman
15 minutes
Want to network? Let's jump on a quick "meet & greet" call :)
- 15 Min. Initial Estate Planning Call with Elliott Feldman
15 minutes
This is not a sales call. We're going to discuss your goals, confirm we can help you, and if it makes sense, we'll invite you to book a Family Prosperity Planning Session to gain full clarity on the exact plan you'll need that will work ...
- Virtual Family Prosperity Planning Session (2 hrs)
1 hour 59 minutes
This is a 2-hour working session, in which we’re going to get you more financially organized than you’ve ever been before, review the specifics of your family situation, based on the homework you provide me ahead of time so that I am pr ...
- Family Prosperity Planning Session - At Reel Feldman LLC Law Firm Office (2 hrs)
2 hours
This is a 2-hour working session, in which we’re going to get you more financially organized than you’ve ever been before, review the specifics of your family situation, based on the homework you provide me ahead of time so that I am pr ...
- Initial 15 Min. Estate Planning Phone Call (www.efeldmanlaw.com)
15 minutes
We're going to discuss your goals, confirm we can help you, and if it makes sense, we'll invite you to book a Family Prosperity Planning Session to gain full clarity on the exact plan you'll need that will actually work when your family ...
- Virtual Family Prosperity Planning Session (2 hrs) (P)
1 hour 59 minutes