FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
All types. Estate planning is not just for older people or wealthy families. Estate planning is a smart and incredibly beneficial decision for most individuals and/or families.
- What questions should customers think through before talking to professionals about their project?
Our clients should consider who will be their healthcare decision makers and who will handle their assets if they become incapacitated or unable to do so themselves. Additionally, clients should have an idea of how they want their assets distributed when they pass on. The more specific they are, the better we can tailor an estate plan to their specific needs.