FAMILY PLAN SESSION
Every new estate planning client begins with a Family Plan Session.
- 2 hr2 hours
- 950 US dollars$950
Each Family that works with WLF begins with a session to review your family history, member, goals, assets, and issues. We provide an overview of your options and counsel you regarding fiduciary, beneficiary, and management options during the Session. After the Session we draft and send you a detailed Estate Plan Design Summary for your review. The Session typically runs about 2 hours. The cost is applied in full towards any estate plan element(s) you move forward with.
To reschedule within 5 business days please contact us via email at firstname.lastname@example.org. Please note that all fees are applied towards future rescheduled sessions (not refunded upon cancellation).
300 Brickstone Square, Andover, MA, USA 2nd Floor