Comprehensive Consultation

Free

Your personalized, no-strings-attached, opportunity to learn everything you need to do to build and protect your legacy. Whether you are building your first estate and legacy plan, looking for input on an existing plan, or seeking assistance with trusts, wills, or estates administration, this free consultation includes a comprehensive discussion of:

• your interpersonal, family, and business situation to identify every intersection with the legal and financial system likely to require wills, trusts, health-care directives, powers of attorney, and other legacy-planning devices,

• your unique desires for your legacy and the different estate-planning tools you can use to accomplish them,

• current and foreseeable legacy planning and administration risks and opportunities,

• a summary of the life, legacy, and estate-planning actions you should consider taking and the legal techniques and devices you can use to protect yourself and your loved ones.

With your personalized knowledge in hand, you can decide whether to engage The Law Office of Ross Frank Berlin, PLLC, to provide step-by-step consultations, prepare all estate-planning documents necessary to protect you and your loved ones, or assist with the administration of any trusts, wills, or estates.