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.