Cost-effective estate plan drafting and digital marketing services
Get the support you need for estate plan drafting, digital marketing, and business development.
Get the support you need for estate plan drafting, digital marketing, and business development.
One flat rate for either an individual or reciprocal will-based estate plan. (Rate includes standard ancillary documents.)
One flat rate for either an individual or joint trust-based estate plan. (Rate includes standard ancillary documents.)
MAPTs, restatements, amendments, codicils, business documents (operating agreements, buy/sell agreements, etc.)
Assistance with building/refreshing websites, digital marketing materials, flyers, etc.
Assistance with expanding your practice to offer more comprehensive estate planning options to your clients, as well developing your firm's internal processes.
Office: (804) 404-6667 Cell: (801) 403-3940 david@waypointconsultingservices.com
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