What Happens at the Peace of Mind Planning Session?
Your questions, your family, your assets, and the decisions that matter most (guardianship, incapacity, and who inherits what).
What we’ll cover:
We’ll walk through the considerations that actually matter in Washington and determine whether a Will-based plan or a Trust-based plan best fits your situation.
Will or trust—how we decide:
Before any drafting begins, you’ll receive a clear overview of my flat-fee process, including what’s included, the total fee, and the expected timeline. If your matter requires a different level of planning, I’ll tell you up front and point you in the right direction.
Clarity:
Timeline:
With prompt completion of intake and decisions, plans are often completed and ready to sign within as little as four weeks.