Estate Planning Introductory Meeting
IF YOU HAVE LEGAL INSURANCE please use the ARAG/MetLife meeting option.
Service Description
Your estate planning process begins with a complimentary Introductory Meeting with our team. We’ll review the information you provide, identify anything else we may need, explain our planning process and pricing, answer your initial questions, and help you determine the appropriate next steps. There is no fee for this meeting. If you need to reschedule, we kindly ask for at least 24 hours’ notice.
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 3 business days in advance. Thank you!
Questions? Contact Us
4152956001
info@skywardtrusts.com
6067 10th Street, Rio Linda, CA, USA