Julie Pick

Trust & Will Introduction

Not sure where to begin with estate planning? This introductory meeting is a simple, guided conversation to help you understand trusts and wills and how to create one online through Trust & Will. We'll talk through your situation, answer questions, and outline your options in a clear, easy-to-understand way.

1 hour
1 hour
Julie Pick

Trust & Will Introduction

Not sure where to begin with estate planning? This introductory meeting is a simple, guided conversation to help you understand trusts and wills and how to create one online through Trust & Will. We'll talk through your situation, answer questions, and outline your options in a clear, easy-to-understand way.