Estate Planning Design Meeting
A focused, one-on-one meeting to discuss your goals, your family, and your assets—and to determine the right estate planning approach for your situation.
What This Meeting Is
- A 45–60 minute meeting, in person or by video
- A structured discussion of your family situation, assets, and objectives
- An opportunity to ask questions and understand your options
- A clear roadmap for next steps, should you decide to move forward
What This Meeting Is Not
- Not document drafting
- Not a substitute for ongoing legal representation
- Not legal advice for third parties
- Not a guarantee that documents will be prepared
Scheduling
Design meetings are scheduled by appointment only. A flat fee applies, which will be disclosed at the time of scheduling.
