Thank you for scheduling your Wealth Planning Session. Before we meet, please complete your Family Wealth Inventory Assessment — it helps us make the most of our time together and ensures your plan reflects everything that matters to you.
Complete Your Family Wealth Inventory AssessmentTakes about 15–20 minutes. Your information is secure and confidential.
Here's what the process looks like from here.
We design your plan together — who gets what, who's in charge, and how to protect the people who depend on you.
We review your completed documents together, walk through every detail, and sign everything properly.
You receive your finished estate planning binder — organized, complete, and ready to protect your family.
Keeps your family out of probate court and protects your assets during your lifetime and after.
A safety net that catches anything not already in your trust and directs it where it belongs.
Names someone you trust to handle your finances if you ever can’t do it yourself.
Ensures your medical wishes are followed by someone who knows and respects them.
Puts your end-of-life preferences in writing so your family never has to guess.
A personal touch — prompts to help you share the values, stories, and wisdom that matter most.
Completing the assessment before your Wealth Planning Session helps us hit the ground running. The more we know going in, the better your plan will be.
Complete Your Family Wealth Inventory Assessment