Peace of Mind Session

Estate planning is stressful, confusing, and scary.

The process fundamentally touches on incapacity, death, and our legacy. It asks us to reflect on our life and determine what we leave behind.

The legal field that sets its rules is equally nerve-racking and befuddling, full of little traps that can ruin everything.

And there are no do overs.

But you do not have to plan for death or incapacity alone.

We want to guide you through the law. And offer a kind ear as we do.

The Peace of Mind Session is the first step on this journey.

Learn about the law, communicate your emotions, express your wishes and nevers, end all doubts, ask every question, and set your mind at ease that you know how to tackle this confusing and emotional process.

That is what the Peace of Mind Session is all about.

Beyond a free consultation, our Peace of Mind Session is designed to set your mind at ease about anything related to estate planning and allows us to get to know one another.

During the Peace of Mind Session we will:

Hear your story

Assuage any misconceptions

Explain estate planning devices, concepts, and plans

Educate about the law and the legal requirements

Answer initial questions

Present your options

Ease your mind about the entire process

By the end of the Peace of Mind Session, you will have more knowledge about the estate planning process and the options available to you. That is a given.

But we also intend for you to feel emotionally secure and comfortable, hopefully having new security about this confusing, formal process, whether you decide to move forward with a plan with us or not.