Life and Legacy Planning Session

Service Description

Web conferencing details provided upon confirmation. Ready to get your Will or Trust in place (or updated) and want to ensure you have the right plan, not just a set of documents that might fail your family when they need them? Our Life & Legacy Planning Session is for you! This is a legal planning session with Attorney Baker so you can learn exactly how to plan for and protect your family and assets with an estate plan that works when your family needs it - to keep them out of court and out of conflict. Here's what will happen: You'll share your family dynamics and assets and we’ll explain the law and how it will apply from a legal and tax perspective; You’ll share with us whether you want anything to be different for yourself and the people you love, and if so, we help you choose among our planning package options so you get the most efficient, effective plan at your budget … and you choose your own fee If we decide we are a good fit to work together, we'll review our planning process and how we’ll keep you moving forward over the next 4-8 weeks (and if we aren’t fit, we’ll make recommendations for you to find the right fit for you) WANT YOUR PLANNING SESSION FEE WAIVED? SCHEDULE A 15-MINUTE DISCOVERY CALL WITH OUR OFFICE AND ASK FOR THE CODE TO ENTER BELOW. PLANNING SESSION FEE MAY BE WAIVED IF … You commit to completing the online questionnaire (homework) before our planning session so we can advise you based on your unique family values, dynamics + assets. If you are married, both spouses must be in attendance. Planning Session is available only to residents of the state of Massachusetts. If any of the above conditions are not met, your planning session fee may not be waived, though we will apply your session fee to the planning you need, once we are clear on what that is. We so look forward to serving you