Our Family Wealth Planning Session is $750 and if we create a comprehensive plan for you, that planning fee is applied to your legal fees for your lifetime estate plan. In some circumstances, we will waive the planning session fee and instead you can secure your appointment time with a credit card number.
In such cases, so long as you keep your appointment, nothing will be charged on your card unless you decide to proceed with a comprehensive estate plan after the Family Wealth Planning Session. If you must cancel within 1 week of your appointment, your credit card will still not be charged unless you fail to reschedule your appointment within 30 days of your cancellation. If you cannot keep your appointment and you choose not to reschedule, your credit card would be charged the $750 planning fee.
We understand that this policy of securing your appointment with a credit card may seem unique. So is our law firm. We provide our very best service to those families who are looking for a long-term relationship with their trusted advisor.
We expend most of our energy providing an exceedingly high degree of service to our existing clients and limit the number of new clients we see each week. We only take referrals from trusted Professional Planning Partners. As a result, we must secure your appointment time so that if something comes up and you can't attend your appointment, we will have enough advance notice to open the slot to a waiting family.