Planning Meeting

We’ll meet—either in person or virtually—to review your goals in more detail. This is where we gather information about your assets, family structure, and wishes. Together, we’ll discuss the different legal tools available, from wills and trusts to powers of attorney, and decide which best fits your circumstances.

During this meeting, we explain your options, making sure you feel comfortable and confident. You’ll have the opportunity to ask questions, share concerns, and explore scenarios so your plan truly reflects your intentions.