Our Services

Legal Harmony Planning Session

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Web conference details provided upon confirmation.

 

Our Legal Harmony Planning Session is for those ready to start on their wills and/or trust! This is a legal planning session for you to learn more about how to protect your family and assets with an estate plan. This is a one hour session.

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Here's what to expect:

• You'll share your goals and objectives.

• Gloria will explain your options, our estate planning packages and pricing. 

• Last, we'll discuss next steps.

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REQUIREMENTS FOR BOOKING:

• If applicable, both spouses/domestic partners must be in attendance. 

• You will be asked to complete a questionnaire before our session. This is so we can properly advise you.

• Session is available to residents of CA and OR only.

If any of the above conditions are not met, please kindly reschedule.

 

Thank you!