PROVIDENCEWILLS & TRUSTSEstate Planning Masterclass:12 Ways Estate Plans Fail
and How to Make Sure Yours Won’tSign Up

REQUEST RECEIVED

Thank you. We’ll call you to schedule.

A member of our client services team will call you within one business day to find a time for your private Masterclass, in person at our Weddington or Monroe office or by video call.

WHAT HAPPENS NEXT

Three steps to your private Masterclass

  1. We call you. Within one business day, from 704-288-4700. We will find a time that works and confirm whether you prefer our office or a video call. If you’re married, we will schedule a time you can both attend.
  2. You meet 1-on-1 with your attorney. The private Masterclass runs about 90 minutes and covers the same 12 failure points, the same numbers and the same fee walkthrough as the group class, tailored to your questions. The attorney’s fee for the 1-on-1 Masterclass is $750.
  3. You unlock your Family Wealth Planning Session. Completing the Masterclass is Stage 1 of our 6-stage process and opens the door to the free, 1-on-1 design meeting with your attorney.