Book Strategy Session

STREAMLINED ESTATE PLANNING FOR BUSY PARENTS

What Will Happen During Your Peace of Mind Planning Strategy Session

1. I will answer all of your questions and listen as you share your goals, concerns, and objectives 

2. I’ll map out your options including a Will versus a Trust, so you can make educated, informed decisions about what is best for your family

3. I’ll thoroughly review our process and unique flat fee pricing so you know exactly how much your investment will be and how long it will take

4. Then, if we decide we’re a good fit to work together, we’ll discuss next steps. And if not, that’s fine too!

5. Either way, you’ll leave our session clearer than ever before about what you really need (and really don’t need!) to protect your family and assets.

I AM READY TO BOOK MY PMPS SESSION!

Congrats on starting the journey to safeguard your loved ones and secure your legacy!

We make Estate Planning SIMPLE AND CONVENIENT.

Our Process:

  • STEP ONE

    Watch the on-demand webinar, attend a live webinar, or book a Peace of Mind Planning Session.

  • STEP TWO

    Attend your Design Meeting with attorney Maribel Jimenez to work out the details of your plan.

  • STEP THREE

    With assistance from Maribel, review your documents.

  • STEP FOUR

    Attend your attorney supervised Signing Ceremony.

I'M READY TO BOOK MY PMPS SESSION!