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Available Online

DESIGN MEETING (ESTATE PLANNING CLIENTS)

1 hSouth Loop West

Service Description

Let's design your trust and other estate planning documents! We'll work off of the information you provided in your Family Profile and at your Peace of Mind Planning Session. Don't worry if you don't have all the answers; there will be plenty of time to review your choices before we finalize the documents for signing.


Cancellation Policy

To cancel or reschedule, please contact us at least 24 hours in advance. If you do not, YOU WILL NOT BE REFUNDED. Please note that if you cancel, you will be responsible for the payment processing fee. The amount that will be refunded will be the amount of the consultation, minus the processing fee.


Contact Details

  • 2616 South Loop West, Houston, TX, USA


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