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Designed for returning Inherit clients who want to make changes to their plan or are concerned that changes to their plan are needed, this offering includes an online interview and a 50-minute attorney consultation, either via Zoom or in person in our Santa Rosa office.
This offering does not include the preparation of any estate planning documents. However, it is anticipated that, following this consult, any necessary documents can be purchased, drafted, and delivered without the time and expense of further consultation.
Designed for returning Inherit clients who want to make changes to their plan or are concerned that changes to their plan are needed, this offering includes an online interview and a 50-minute attorney consultation, either via Zoom or in person in our Santa Rosa office.
This offering does not include the preparation of any estate planning documents. However, it is anticipated that, following this consult, any necessary documents can be purchased, drafted, and delivered without the time and expense of further consultation.