🌟 Legacy Planning Consultancy Services 🌟
📚 LPA – $200
Cost of certificate issuer's fees to be paid separately to the doctor(usually $80)
📚 Will – Start from $300 – $800
– (Basic Will)-Client must find own Executor/Trustee
– Will + appointment of guardian
– Will + appointment of guardian+ corporate executor
📚 Trust – Start from $1200
Guardianship appointment + Corporate executor + Trust areangments
🎯 One-on-One Coaching
Personalized coaching tailored to help you master the art of closing legacy planning cases. Ideal for those who want a more hands-on approach to learning.
💵 $2000 per hour
🤝 Joint Field Work
Need an expert by your side to support you through client meetings? I’ll join you in the field, guiding you step-by-step to ensure success in closing legacy planning clients.
💵 $2000 per appointment