This planning session is for those looking to create or update an estate plan. The estate planning process itself begins with an initial meeting, the Life and Legacy Planning Session. During our meeting together, we will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you. And then, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible.

For new clients.