Estate Planning Session


Item Number: 266

Time Left: CLOSED

Value: $1,000

Online Close: May 18, 2019 9:30 PM PDT

Bid History: 0 bids

Description

This gift certificate is good for a personal Family Wealth Planning Session meeting (a $750 value) + $250 towards your Family's Estate Plan. This meeting (up to 2 hours) is designed for the purpose of getting your financial life well-organized, clarifying what you have and what you’ll need to ensure you live life responsibly and your loved ones feel well led and well loved in the event of your incapacity or death.