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Book your Legacy Vision Planning Session

Before you book a session, we require that you either attend an in-person workshop, watch our on-demand webinar, or have a free 15-min consultation. You can book a consultaion above, or click on the Workshop link to see upcoming live workshops. If you prefer to watch at home, click on the button below to sign up for the webinar.

At your session will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default plan for your family and your assets. You will submit your family details in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan.

We look forward to meeting with you!