Complimentary · No obligation · A $500 value
Your Estate
Rescue 1:1
A relaxed conversation with Robert or Hannah to explore your questions, your concerns and the options available to you, whether that's your estate plan, your retirement, or both.
Is it a bad idea to make sure your family would know what to do?
Sound familiar?
Why families book a 1:1
- You're not sure your will or trust is current, or funded
- You worry your spouse wouldn't know where everything is or who to call
- You don't know what happens to your home, accounts and kids if something happens to you
- You'd rather ask your own questions one-on-one
What to expect
- Bring no documents. No statements, tax returns or old trust papers
- Just bring your questions and concerns
- Invite others who may have input: your spouse, adult children, or your CPA, attorney or advisor
- If it isn't a fit, tell us to go jump in the lake. No hard feelings