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 may be applied towards future rescheduled sessions.

Contact Details