FAMILY PLAN SESSION

Every new estate planning client begins with a Family Plan Session.

  • 2 hours
  • 950 US dollars
  • Zoom

Service Description

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.


Cancellation Policy

To reschedule within 5 business days please contact us via email at info@wilsonlf.com. Please note that all fees are applied towards future rescheduled sessions (not refunded upon cancellation).


Contact Details

+ 978-296-4140

info@wilsonlf.com

300 Brickstone Square, Andover, MA, USA 2nd Floor