PROTECT WHAT MATTERS.

GET STARTED ➜

    

PROTECT WHAT MATTERS.

    

PROTECT WHAT MATTERS.

    

 PROTECT WHAT MATTERS.

GET STARTED ➜

    

PROTECT WHAT MATTERS.

    

PROTECT WHAT MATTERS.

    

Peace of Mind
Planning Session

Planning for the future is one of the most important steps you can take to protect your loved ones. The Peace of Mind Planning Session is a one-hour virtual meeting where we discuss your unique situation, goals, and the best strategies to create an estate plan that truly reflects your wishes.  

SCHEDULE A SESSION

Take the first step toward protecting your family.

Estate planning is about ensuring your loved ones are cared for, no matter what. This session is your opportunity to get expert guidance, ask important questions, and make informed decisions with no pressure and no hidden fees.

  • How our virtual estate planning process works.
  • Your family’s unique needs and concerns.
  • The differences between a will-based and a trust-based estate plan.
  • Our flat-fee pricing structure.

This is your opportunity to get answers, gain clarity, and take control of your estate planning journey.

  • Avoid common estate planning mistakes that could create issues for your loved ones later.
  • Ensure your assets are distributed according to your wishes.
  • Gain peace of mind knowing your loved ones are protected.
  •  If you’re married, both spouses must attend.
  •  A short online questionnaire must be completed before the session.
  • Available to North Carolina & South Carolina residents only.

Ready to secure your spot? Use the calendar below to schedule your Peace of Mind Planning Session!