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15 Minute Consult

Price: FREE

Time: 15 minutes

Do you have questions about Estate Planning? We can help! Join us on a quick call where we can provide guidance and recommendations about what’s right for you.

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DESIGN SESSION

Price: FREE*

Time: up to 2 hours

Are you ready to design the future you want and finally finish your Estate Plan once and for all?

On this call, you’ll work directly with one of our Estate Planning experts. We’ll guide you through the process of passing down your wealth and creating a legacy of success for generations to come.

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*NOTE: Please respect our time! We require a credit card to hold your appointment. You won’t be charged unless you cancel last-minute or don’t show up to the meeting.

WHAT OUR CLIENTS ARE SAYING

What motivated you to start?

How was your experience?

How do you feel now?

CASE STUDIES

We’ve helped 192 successful business owners, hard working professionals, and loving parents design the future and finally put their Estate Plan behind them.

Here are just a few of their stories:

Estate Planning for Executives

Beatrice Dixon is the co-founder of The Honey Pot Company. She wanted to curate her life, and part of that meant thinking about the future. Some of her friends had done an Estate Plan after they accumulated their wealth and it was a lot more expensive, so she contacted us for help to get it done early. After creating her plan, she said “I feel extremely comfortable and happy, and I’m extremely grateful for you for helping design what all this looks like.

Estate Planning on Vacation

Kittie and Gary Barth needed to update their Estate Plan after 15-years. They were on vacation at the time, but Kittie it was so easy she would have “had a harder time ordering a Big Mac and fries than this process. I could cry. I can’t tell you how easy, how comfortable, and you just made it so simple and easy it’s a dream come true.