Ready to Start Your Estate Plan?
MEETING 1: PEACE OF MIND PLANNING SESSION
The Peace of Mind Planning Session is for you! This is a meeting with Estate Planning Attorney Jeffrey Blair so you can learn more about your options concerning Estate Planning and our process & fees.
Here's what will happen:
- You'll share your goals, objectives and concerns for protecting your family and assets.
- Attorney Blair will explain your options and our estate planning packages and flat fee pricing
- If we decide we are a good fit to work together, we'll discuss next steps
Requirements for Booking:
- If you are married, both spouses must be in attendance.
- You will be asked to complete an online questionnaire before our session.
- Session is available to residents of New Jersey Only.
If the above conditions are not met, the meeting will be cancelled. Thank you for your cooperation!
MEETING 2: ESTATE PLAN DESIGN MEETING
Let's design your estate planning documents! We'll work off of the information you
provided in your Estate Planning Worksheet and at your Peace of Mind Planning Session. Don't worry if you don't
have all the answers; there will be plenty of time to review your choices before we finalize the
documents for signing.
