FAMILY PLAN SESSION ESTATE PLAN ANALYSIS
If you are new to WLF and have an existing estate plan we start here
- 2 hr2 hours
- 2,000 US dollars$2,000
Each Family that works with WLF begins with a session to review your family history, member, goals, assets, and issues. We will ask you to provide us with a copy of your existing estate plan so we can create an Estate Plan Analysis before the session so that it is an productive as possible. Then we'll provide recommended amendments and 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 with an Estate Plan Analysis 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 may be applied towards future rescheduled sessions.
300 Brickstone Square, Andover, MA, USA 2nd Floor