What is a Family Wealth Planning Session?

A Family Wealth Planning Session is where you spend up to two hours with a Personal Family Lawyer and find out what the people you love would have to deal with if you were in an accident so that you can decide if the current state of your affairs is okay with you.

Before your Family Wealth Planning Session, you will complete a Family Wealth Inventory and Assessment, which will help you to get clear about what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones and loved belongings.

If you don't already have your financial house in order, you will after your Family Wealth Planning Session.