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

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. If you decide we’re a good fit, your Estate Strategy Session fee of $300 will be deducted from the cost of the estate planning package you select.

• 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

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

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

• If we decide we are a good fit to work together, we'll discuss our simple four-step process