- Free 15 minute Phone Consult
15 minutes
- Life and Legacy Planning Session
2 hours @ $750.00
This is a 2-hour working session. We will do some education, get to know each other, and design a plan to meet your goals. For the planning session, we require: (1) If married, both spouses must be present (2) completed homework at l ...
- Signing Ceremony
1 hour
The Signing Ceremony lasts 30 minutes to 1 hour. Please bring your ID for the notary.
- Legacy Video
2 hours
The Legacy Interview lasts anywhere from 1-2 hours.
The Legacy Video is complimentary to clients who do a trust plan with our office. For all others, the cost is $700.