Your Life and Legacy Planning Session is Confirmed

A confirmation email with all the details has been sent to your email address.  If you don't receive an email, please check your spam folder.     

We thank you for scheduling your appointment.  So while you are waiting for that day, we have a few things you can do to get started.  

  1. Watch the quick video from Tanika below.  

  2. Click Here to access your Pre-Work - Family Wealth Inventory.  (Don't forget, you need to turn in your pre-work at least 24 hours before your session)

  3. Check your email!

  4. Watch the Educational Session.

We look forward to working with you!


Life and Legacy Planning Session

A Recap

Now that you are ready to get your Will or Trust in place, our Life and Legacy Planning Session is the next step for you. This is a legal and tax planning session with attorney Tanika L. Finney so that you can learn more about your options and our process and fees.

During this session:

  • You'll share your goals and objectives for protecting your family and assets.

  • Tanika will explain your options and our estate planning packages and flat fee pricing.

  • And if we decide we are a good fit to work together, we will discuss the next steps.

Our session fee of $347 will be waived for all meetings booked before September 5, 2022.

Requirements for the Session:

  • If you are married, both spouses must be in attendance*.

  • You will need to complete an online questionnaire before our session.

  • You must be a resident of Alabama or Georgia.

If the above conditions are not met, the meeting will be canceled. Thank you for your understanding and consideration.