๐ŸŒŸ Legacy Planning Consultancy services ๐ŸŒŸ

Will, LPA, & Trust Review Services

๐Ÿ“š Existing Will Review โ€“ $500/will
Ensure your will is up-to-date and aligned with your current wishes and family circumstances.

๐Ÿ“š Existing LPA Review โ€“ $200/LPA
Verify that your Lasting Power of Attorney accurately reflects your trusted decision-makers and intentions.

๐Ÿ“š Existing Trust Review โ€“ $1500/trust
Comprehensive review of your trust structure to confirm effectiveness, compliance, and long-term goals.

Will, LPA, & Trust Review Services

One-on-One Coaching

๐ŸŽฏย 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.
๐Ÿ’ตย $2000 per hour

One-on-One Coaching

Joint Field Work

๐Ÿคย Joint Field Work
Need an expert by your side to support you through client meetings? Iโ€™ll join you in the field, guiding you step-by-step to ensure success in closing legacy planning clients.
๐Ÿ’ตย $2000 per appointment

Joint Field Work