The masterclass showed you what's possible. The consultation makes it real for your family. Forty-five focused minutes — the start of building something that lasts.
What planning exists, what doesn't, what your family would actually face if something happened tomorrow.
From the foundation package to the full estate mastery system — exactly what fits your situation, with exact numbers.
If you have a "found money" situation, we'll explore whether the perpetual trust we discussed could work for your family.
Virtual consultations available throughout Arizona. In-person available in the Casa Grande area by request.
No discovery questionnaire. No fact-finding form. A real conversation about your family — guided by what we covered in the masterclass.
What planning, if any, do you already have? What documents exist? When were they last updated? What do you actually own, and how is it titled? About 10 minutes — context-setting so the rest of the call is useful.
Based on what you've shared, what would happen if something happened to you tomorrow? Where are the gaps? This is where we identify what the masterclass framework actually means for your specific family. About 15 minutes.
Could be a basic package. Could be the full Estate Mastery Bundle. Could be the multi-generational perpetual trust we discussed if your situation has the right foundation. I tell you exactly what fits and exactly what it costs. About 20 minutes.
I'm an Arizona Licensed Legal Document Preparer, not a high-pressure closer. My consultations are educational by design. After ten years in life insurance and watching too many well-intentioned families end up in probate court anyway, I built Lasting Legacy Pro to do this differently — one family at a time, with patience and honesty.
"You'll leave the call with clarity and a real recommendation — even if you decide not to work with me."