Ready to get your Will or Trust in place (or updated) and want to ensure you have the right plan, not just a set of documents that might fail your family when they need them? Our Life & Legacy Planning Session is for you! 

This is a legal tax and planning session with Kristen Mackintosh, The Happy Lawyer, so you can learn exactly how to plan for and protect your family and assets with an estate plan that works when your family needs it - to keep them out of court and out of conflict.

Here's what will happen:

• You'll share your family dynamics and assets and we’ll explain the law and how it will apply from a legal and tax perspective; 

• You’ll share with us whether you want anything to be different for yourself and the people you love, and if so, we help you choose among our planning package options so you get the most efficient, effective plan at your budget … and you choose your own fee

• If we decide we are a good fit to work together, we'll review our planning process and how we’ll keep you moving forward over the next 4-8 weeks (and if we aren’t a fit, we’ll make recommendations for you to find the right fit for you)
  

• If you are married, both spouses must be in attendance.
  
  Planning Session is available only to residents of the state of North Carolina,

We so look forward to serving you!