FAMILY PLAN SESSION ESTATE PLAN ANALYSIS

If you are new to WLF and have an existing estate plan we start here

  • 2 hours
  • 1,450 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 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.

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