Legacy Planning Meeting
Ready to get a Will or Trust in place? Our Legacy Planning Session is for you! This is a legal and planning session with Attorney Whitney Knox Lee so you can learn more about how to protect your family and assets with an estate plan. Here's what will happen:
- You'll share your goals and objectives
- Whitney will explain your options and our estate planning packages and unique flat fee pricing
- If we decide we are a good fit to work together, we'll discuss next steps (and if not, that's fine too!)
REQUIREMENTS FOR BOOKING:
- If you are married, both spouses must be in attendance. This is to make the best use of our time together.
- You will be asked to complete an online questionnaire before our session. This is so we can properly advise you.
- Session is available to residents of Georgia ONLY.
If any of the above conditions are not met, we ask that you kindly reschedule.
Get in Touch With Us
We’re here to help you secure your legacy and protect your loved ones. Reach out today to schedule a consultation or ask any questions you may have about our services. Your future starts with a conversation.
*Please note, Whitney Knox Lee is licensed in Georgia and provides estate planning services to Georgia residents.
*No attorney/client relationship has been created by submission of this form. No legal advice will be provided unless and until a representation agreement has been signed and fees paid according to the legal fee schedule.