The "Existing Estate Planning Review & Checkup" is for people who have an existing estate plan.

Estate Plan reviews and checkups are offered at discounted rates to former clients, and substantial discounts to former clients participating in our of VIP membership program.

After booking your appointment (below), we'll mail you everything you need to get prepared for your Existing Estate Plan Review & Checkup.

When selecting the date for your appointment in a moment, you will want to give yourself at least TWO WEEKS to receive, complete, and return your homework, so you can get the most benefit from our time together.

Do plan to spend the full two hours at your appointment, and bring your spouse or partner to your Planning Session. If your spouse or partner cannot make it for any reason, please call us at least one week in advance to reschedule.