Quick Start Strategy Session
$450.00
Are you feeling overwhelmed by the tasks involved in managing an estate? Our quick start service is designed to simplify your journey with a comprehensive, organized and customized task list tailored to your specific needs. We offer quick scheduling options and an accessible, easy-to-use intake questionnaire to get you started swiftly. You’ll have a dedicated 75-minute one-on-one session with a knowledgeable after-loss advisor who will guide you through the process. Within 48 business hours, you'll receive a personalized action plan that outlines each step you need to take. Let us help you navigate this challenging time with clarity and confidence, ensuring you have the right support every step of the way.
