• 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.