The Strategic Planning Session

By appointment with Kelly Balamuth, Esq.

The Strategic Planning Session


Two hours with Kelly to design the trust and estate plan for your family. Two paths to start, depending on how you’d like to prepare.

No fee

Arrive with your planning materials assembled per our checklist. We’ll send the checklist when you book.

$750

Kelly’s team organizes your materials with you during the session. The fee covers the additional preparation time.

Rescheduling or cancellations: life happens. Let us know as soon as you know — ideally 48 hours in advance — and we’ll find a new time at no charge. No-shows are billed the session fee.

Kelly Balamuth, Esq. — California State Bar No. 172522 — California Trust & Legacy — Walnut Creek, CA

This website is for informational purposes only and does not constitute legal advice. Communication through this site does not create an attorney-client relationship. California attorney advertising.