This self-calendaring service is only available for those wishing to schedule a Family Wealth Planning Session (FWPS). During our meeting together, we will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you. And then, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible. We block 2 hours so we can focus on you and your family during this time.
Our FWPS is $750 and if we create a comprehensive plan for you, that planning fee is applied to your legal fees for your lifetime estate plan. In some circumstances, we will waive the planning session fee and instead you can secure your appointment time with a credit card number.
For all other services, please contact our office at (818) 804-4691 to make an appointment.
Our schedule for February 2018