This session will include:
• Short explanation of custom estate planning packages.
• Assurance that YOUR goals and objectives (not ours) are what we plan to attain and that we will only proceed together if there is a fit between your goals and objectives and the service we can provide. What is most important to you?
• Identifying your hopes, fears, values, aspirations, goals and objectives.
• Preparing and prioritizing the list of your goals and objectives.
• Discussion of whether we can help you meet your goals and objectives and whether there is a fit between your family and our firm.
• If we both feel there is a fit, identification of which of our Custom Estate Planning Packages would be right for you and your family – fee range will be quoted at this time.
• If we feel there is not a fit, we will make a referral to someone who can meet your goals and objectives.
• Discussion of our easy four step process for completing your selected custom estate planning package.