ESTATE PLANNING SERVICES CLIENT SURVEY

We're exploring whether to offer estate document drafting in-house — alongside the wealth management services we already provide. The model we're considering: one flat fee, documents drafted by our team, and lifetime access to review and update those documents at no additional cost.

Before we move forward, we want to hear directly from the people it would serve — you. Your honest feedback, whether enthusiastic or skeptical, will shape whether and how we build this.