$199 Snapshot Session

Not ready for a full overhaul? Just want to know where you stand?

In this one-hour session, we’ll talk through:

  • What documents you already have

  • What they actually do

  • What gaps or risks you should know about

By the end, you’ll have:

  • A clear, verbal snapshot of your current plan

  • Answers to your “Am I missing something?” questions

  • Next-step suggestions (no legal advice, no judgment, no pressure)

Perfect for:

  • Adult kids trying to help their parents

  • People with “something in place” but no clue what it covers

  • Anyone who’s overwhelmed and needs help getting started

Step 1 out of 3: Fill out form below.

Step 2 out of 3: Schedule Snapshot Session below.

Snapshot Sessions are not confirmed until payment is made using the link below this calendar.

Step 3 out of 3: Purchase Snapshot Session below.