Peace of Mind Planning Session

1 hr

Web conferencing details provided upon confirmation.

Ready to protect your family, assets, and legacy with a custom estate plan? Our Peace of Mind Planning Session is for you! This is a legal and tax planning session with Texas attorney Josh Reyna so you can learn more about your estate planning options and our simple process and flat-rate fees.

HERE'S WHAT WILL HAPPEN:

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

·         Josh will explain your options and our estate planning packages and flat fee pricing.

·         If we decide we are a good fit to work together, we'll discuss next steps.

·         Consultation fee of $450 will be waived for all meetings booked online before the end of the month.

REQUIREMENTS FOR BOOKING:

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

·         You will be asked to complete a Family & Legacy Profile questionnaire before our PMPS. The questionnaire should be submitted at least 2 days prior to your PMPS.

·         Meeting is limited to residents of Texas.

If the above conditions are not met, the meeting will be cancelled. Thank you for your cooperation!

Why Choose This Session?

Personalized Guidance
Receive tailored advice from Josh Reyna, an experienced estate planning attorney, who will address your unique needs and concerns. His insights will help you make informed decisions that align with your family’s goals.

Clarity on Costs
Enjoy transparency with clear explanations of the financial commitments involved. Josh will outline various packages and their flat-rate pricing, ensuring you know exactly what to expect—no hidden fees.

Confidence in Planning
Walk away with a solid understanding of your estate planning options, including wills and trusts. This knowledge empowers you to take proactive steps in securing your family’s future and preserving your legacy.

Take the first step toward peace of mind by scheduling your Peace of Mind Planning Session today! Your family’s future is too important to leave to chance, and this session will set you on the right path to securing your legacy.

Pick Date & Time

To schedule your Peace of Mind Planning Session, simply choose a date and time from the calendar. This session is your opportunity to gain personalized guidance tailored to your unique estate planning needs.