Estate Planning Consultation
IF YOU HAVE LEGAL INSURANCE please use the ARAG/MetLife meeting option.
Service Description
Let's take a look at your assets and goals and determine what options are available to you to ensure that your estate is taken care of in the way you want if something were to happen to you. There is a $350 fee for this service, which is required to reserve your appointment time and ensures dedicated time for your consultation. If you need to reschedule, we kindly ask for at least 24 hours’ notice. Appointments missed or canceled on shorter notice may result in forfeiture of the fee.
Booking Policy
We ask that you kindly cancel or reschedule your appointment at least the day before your scheduled appointment. As well, please note that if we are planning for a couple, both partners must be available at the meeting and that questionnaires must be submitted 48 hours in advance. Thank you!
Questions? Contact Us
4152956001
info@skywardtrusts.com
6067 10th Street, Rio Linda, CA, USA