Existing Estate Plan Review & Check-Up
If you already have an estate plan (or any family legal documents) in place, you are in the right place to schedule a review and check-up of these documents and the titling of your assets to ensure that your plan will work for your family when they need it.
Once you schedule, we will send you everything you need to get prepared so that you can leave your Existing Estate Plan Review & Check-Up with the total confidence of knowing you have a plan in place that works, and covers the assets you currently own and the people you love
Simply preparing for the Existing Estate Plan Review & Check-Up itself with the pre-session homework you will complete and return before the Existing Estate Plan Review & Check-Up will have you feeling confident that your plan is in full working order and that none of your hard-earned assets will be lost when something happens to you. And, you’ll immediately have the confidence of knowing you are doing the right thing for yourself and the people you love
We suggest that you schedule at least 10 days in the future so you have plenty of time to get your pre-session homework completed and returned to us prior to your Existing Estate Plan Review & Check-Up. By completing and returning the pre-work, you will get the most out of our time together and you will know for certain whether your plan will meet yours and your families needs
Do plan to spend the full two hours together, and bring your spouse or partner to the Existing Estate Plan Review & Check-Up.
Note: We will be blocking off two full hours on our calendar to meet with you, to the exclusion of others. You are committing to return your pre-session homework at least 7 days in advance of your scheduled appointment. If for some reason you cannot keep your appointment and need to reschedule, please contact us at least 7 days in advance.
If you would like to pay nothing for this session, review and check the boxes below. As soon as you submit this form after checking each box, you will be taken to our online scheduler to select the appointment time that works best for you.