A one-hour virtual deep-dive into your family, your assets, and the right estate plan to protect what matters — with tailored guidance and a flat-fee proposal in the session itself.
Reserve Your SessionThe Peace of Mind Planning Session is a one-hour virtual meeting built for families and individuals ready to move from “we should do this” to a real, comprehensive estate plan. It goes deeper than the free 30-minute consultation: this is where Ryan reviews your full situation, examines your assets and family dynamics, and gives you a clear recommendation on the right structure — will-based, trust-based, or something in between.
By the end of the session, you’ll know exactly what your plan should look like, what it will cost (flat fee, in writing), and what comes next. There’s no pressure to decide on the call — the goal is clarity, not closing.
If you’re married, both spouses must attend. A short online questionnaire is required before the session. Available to NC & SC residents only.
This session is built for people who already know they need a plan and want to get it right the first time.
A full hour focused on your family, your assets, and your plan — no generic checklist, no template answers.
Will-based, trust-based, or a hybrid — with the specific documents your family needs.
How NC & SC tax rules, federal estate tax, and step-up basis apply to your situation.
How each asset — home, retirement, life insurance, business — should be titled or beneficiary-designated.
How your retirement, insurance, and bank account designations fit with your overall plan.
When drafts are sent, how signings work, and when your plan is fully executed and protected.
The total cost of your plan in writing — no hourly billing, no surprises.
Pick a time that works for you — both spouses please.
The hour with Ryan delivers everything you need to make a confident decision — no follow-up reports required.
Ryan walks you through the specific structure he recommends for your family, with the reasoning behind each piece.
Every question you’ve been carrying about your estate — legal, practical, family-specific — gets a direct answer.
You leave the session knowing exactly what your family needs and how to get there.
The total cost in writing, given right in the session. Decide on your own timeline — no follow-up sales pressure.
The free 30-minute consultation answers “do I need an estate plan and what kind?” The Peace of Mind Session is twice as long and goes deeper: Ryan reviews your full questionnaire, examines your assets, and gives you a complete written plan recommendation — not just an overview.
Estate plans for married couples are interdependent — how one spouse’s plan is structured directly affects the other’s. Designing the plan with both spouses present prevents miscommunication, surfaces disagreements early, and ensures you both leave aligned.
A short online form that captures your family structure, assets, beneficiaries, and goals. It takes most clients 20–30 minutes. Ryan reviews it before your session so the hour is spent on strategy, not data gathering.
No. Booking the session reserves your hour with Ryan — nothing more. You’ll leave the session with tailored guidance and a flat-fee proposal. Whether you move forward, when you move forward, and at what scope is entirely your decision.
That’s a great reason to book this session. Ryan will walk through both will-based and trust-based options for your specific situation and explain when each one is the better fit. Most clients leave with a clear answer.
Ryan is licensed in North Caroli