Our Estate Strategy Session is for you! This is a legal and tax planning session with attorney Claire Kelly so you can learn more about your options and our process and fees.

Ready to start designing your estate plan with Trusts & Wealth, PLLC?

Booking Requirements

• If you are married, both spouses must be in attendance.

• You will be asked to complete an online questionnaire before our session.

• Session is available to residents of Virginia.

• If the above conditions are not met, the meeting will be cancelled. Thank you for your cooperation!

Next Steps

• You'll share your goals and objectives for protecting your family and assets

• Claire will explain your options and our estate planning packages and flat fee pricing

• If we decide we are a good fit to work together, we'll discuss next steps