FAMILY AFFAIRS PACKAGES
WLF was founded to provide “a plan for every family” and this is the “plan.”
Estate planning at WLF is not one size fits all for everyone. We offer 4 levels of planning to suit your varying needs. Our firm believes in personalized service for each and every client. Our approach is educational and proactive – we first determine each client’s individual needs, desires and values, and then tailor their plan to best fulfill their dreams.
If you qualify for one of our Family Affairs Packages,™ we bundle our Family Plan, Financial Plan, and Estate Plan in a done-for-you custom Family Affairs Legal Manual that not only will protect your assets and provide for your loved one, but will give you peace of mind that you have everything in place for all those what-if moments. In addition, you will be entitled to a complimentary Trusted Advisor for life that is intimately familiar with your family and will meet with you to ensure you are protected for life.