Planning Session

You and I will begin your estate plan with a Planning Session. We will both come to the meeting prepared which means that you will have to complete and inventory of your financial accounts, your real estate, and you prized possessions. You will also provide me with information on who your loved ones are and what you would like to do for them if you become incapacitated or die. I will review all of that information days before the meeting so that we can have a productive planning session.

During the planning session I will advise you on the best plan for you to take care of your loved ones so that they are not left with a mess if anything happens to you.