Estate Plan Diagnostic Session

A personalized estate plan audit and roadmap that shows you where you stand, what needs attention, and what to do next to build an estate plan around your actual family, assets, wishes, and legacy.

This isn’t a generic estate-planning checklist. And it isn’t a quick “pick my brain” consultation. It’s a personalized diagnostic designed to help you understand where you currently are in your estate-planning journey and create a clear roadmap for what needs to happen next. There are two ways you can come in.

Estate Plan

Diagnostic Session

A personalized estate plan audit and roadmap that shows you where you stand, what needs attention, and what to do next to build an estate plan around your actual family, assets, wishes, and legacy.

This isn’t a generic estate-planning checklist. And it isn’t a quick “pick my brain” consultation. It’s a personalized diagnostic designed to help you understand where you currently are in your estate-planning journey and create a clear roadmap for what needs to happen next. There are two ways you can come in.

Step 1:

Set up your booking details

Step 2:

Contact Information

Sample event

30 Min

Online meeting

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Select date

September 2026