Your Next Step
in Estate Planning
Thank you for attending our webinar! Now, it’s time to take the next step toward securing your family’s future. Schedule your Peace of Mind Planning Session, where we’ll answer your specific questions and help you decide on the best estate plan for you. This one-on-one session is completely free for webinar attendees.
Create a plan that truly protects your loved ones.
Estate planning is about making sure your loved ones are cared for no matter what. This next step will give you the clarity and confidence to move forward.
Why Schedule Your Session?
- Get expert guidance on protecting your family and assets.
- Learn about your estate planning options—without legal jargon.
- See our flat-fee pricing upfront—no surprises.
- No pressure—just clear answers to help you move forward.
What To Expect During Your Session?
- Tell us what matters most to you.
- Learn which estate plan fits your needs.
- Get clear, upfront flat-fee pricing.
- If it’s a good fit, we’ll guide you forward.
Important Booking Details
- If you’re married, both spouses must attend.
- You’ll need to complete a short online questionnaire before your session.
- Available to North Carolina & South Carolina residents only.
Sessions are held via Zoom. Nothing you decide is final—this is just the beginning of your estate planning journey.
Select a time below to schedule your session.