2 Hour Family Meeting

Family meeting with Adult Children to discuss their responsibility when you graduate to the next life

30 - 90 Minute Gathering Meeting

What is the objective of your family meeting?

What does a successful meeting look like?

What are your biggest concerns?

Is there wealth to be transferred?

What is your current joy reserve? (Current Assets/Liabilities)

Review copy of your will

2 Hour Family Meeting with Adult Children

Provide a clear picture of current joy reserve

High level overview of the will

Facilitate family discussion/questions around expectations when you graduate to the next life