Planning Session

You and I will begin your estate plan with a Planning Session. We will both come to the virtual meeting prepared. You will be asked to complete an inventory of your financial accounts, your real estate, your other assets, and your loved ones. You will also be asked to provide me with information on who your loved ones are and what you would like to happen if you become incapacitated or die. I will review all of your submitted information 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. The fee agreement will be discussed and you will be asked to sign the agreement electronically if possible.