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15 MINUTE PHONE CONSULTATIONWITH THE LEGACY DESIGNER™

Do you need a will? Have questions about protecting your family or business? Don't know where to start? Want to see if we are a good fit? Schedule a 15 minute for consult!

FREE

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Kids' Protection Plan

30 MINUTE SESSION

Take the first step in your Legal Life Planning as a Parent.

Fee: $299

*Does not include cost of Legacy Plan Packages

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SPEAKING ENGAGMENT WITH THE LEGACY DESIGNER™

Looking to provide a FREE service for a large group? Want to provide a benefit for your employees? Schedule a webinar!

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DISCOVER + DESIGN™ SESSION - NO PLAN IN PLACE

2 HOUR SESSION

Meant to tackle the issues when you have not done any legal life planning

Fee: $750

*Does not include cost of Legacy Plan Packages

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SIGNING CEREMONY

These sessions are reserved for clients who have completed their Design Session.

*This session is included in the cost of your Legacy Plan Package.

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DISCOVER + DESIGN™ SESSION - I ALREADY HAVE A PLAN

2 HOUR SESSION

Meant to review your current plan to determine if it meets the current needs of your family.

Fee: $950

*Does not include cost of Legacy Plan Packages

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LEGACY RECORD & BINDER DELIVERY

These sessions are reserved for clients who have completed their Design Session.

*This session is included in the cost of your Legacy Plan Package.

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