15-Minute Discovery Call (Free)
On this 15-minute call, we’ll help you consider the right path to an estate plan that works for you and the people you love. Some of the questions we’ll consider together:
- Should you have a will, trust, or something else?
- What should an estate plan cost?
- Should you go it alone or get our support?
- If you hire a lawyer, how should you choose who to hire?
As a Personal Family Lawyer® firm, our promise to you is to help you get a plan in place that will work for your loved ones when they need it, and keep them out of court and out of conflict.
schedule your FREE 15-minute consultation
Life & Legacy Planning Session ($750)
Ready to get your Will or Trust in place (or updated) and want to ensure you have the right plan, not just a set of documents that might fail your family when they need them? Our Life & Legacy Planning Session is for you!
This is a legal, tax and planning session with Becky Easton so you can learn exactly how to plan for and protect your family and assets with an estate plan that works when your family needs it – to keep them out of court and out of conflict.
Here’s what will happen:
- You’ll share your family dynamics and assets and we’ll explain the law and how it will apply from a legal and tax perspective;
- You’ll share with us whether you want anything to be different for yourself and the people you love, and if so, we help you choose among our planning package options so you get the most efficient, effective plan at your budget … and you choose your own fee
- If we decide we are a good fit to work together, we’ll review our planning process and how we’ll keep you moving forward over the next 4-8 weeks (and if we aren’t fit, we’ll make recommendations for you to find the right fit for you)
WANT YOUR PLANNING SESSION FEE WAIVED? PLANNING SESSION FEE MAY BE WAIVED IF …
- You commit to completing the online questionnaire (homework) before our planning session so we can advise you based on your unique family values, dynamics + assets.
- If you are married, both spouses must be in attendance.
- Planning Session fee waiver is available only to residents in the state of Arizona or Colorado.
If any of the above conditions are not met, your planning session fee may not be waived, though we will apply your session fee to the planning you need, once we are clear on what that is.
We so look forward to serving you.