B&L Attendees: Legacy Planning Session

Service Description

This session is only available to those who wish to schedule a Legacy Planning Session after attending a Brunch & Learn Workshop. Our Legacy Planning Session is a personalized service designed to help you create an estate plan tailored to your specific needs. Goals, assets, family situation and business situation will be discussed to ensure your goals are accurately reflected in the finished product. Draft estate planning documents will be prepared based on the planning session, addressing distribution of assets, guardianship of minor children, and other important matters.