Client Check-in

$150.00

Designed for existing Inherit clients who are not looking to make changes to their plan but want to make sure that it still meets their needs, this offering includes a short online interview and a 25-minute attorney consultation, either via Zoom or in person in our Santa Rosa office.

This offering does not include the review or preparation of any estate planning documents.

Designed for existing Inherit clients who are not looking to make changes to their plan but want to make sure that it still meets their needs, this offering includes a short online interview and a 25-minute attorney consultation, either via Zoom or in person in our Santa Rosa office.

This offering does not include the review or preparation of any estate planning documents.