Essential Planning

Our Essential Planning system is designed for those younger people with or without families and net worth less than $500,000. There are no updates, but a fixed fee and a short term engagement.

We offer our:

  • Young Married Parent Planning Solution™
  • Single Parent Planning Solution™

We provide wills, health care documents and counselling. Perfect for newlyweds, college students or anyone else that needs a basic estate plan.

Contact Us for more information.