Zoom Estate Plan Finalization
Current Clients Only
Service Description
Estate plan finalization does not include notary fees.
Cancellation Policy
We understand the importance of your time and the need for clear communication regarding our policies. Please note that if you miss your scheduled consultation without providing prior notice or rescheduling, you will be ineligible for any free consultations. We strive to accommodate all our clients and allocate resources accordingly. By adhering to this policy, we can ensure fairness and optimal utilization of our consultation slots. We encourage you to reach out to us promptly and at least 24 hours in advance if you anticipate any scheduling conflicts or need to reschedule your consultation. We are committed to providing you with exceptional service and look forward to assisting you in your needs.
Contact Details
+19162121395
Legacy@TSharpLegacyWealth.com
50 Iron Point Circle suite 140, Folsom, CA, USA