$550 including GST, invoiced after your coaching session

These Terms apply to your Coaching Session.

By purchasing your Coaching Session, you

  1. consent to us providing information to you electronically, including the written disclosures required under the LPA;
  2. accept the offer as set out in the Terms and agree to be bound by the Terms; and
  3. acknowledge that you have received the Disclosure Notice and the Cost Agreement.

Please read the Terms carefully and save them.  If you do not agree to be bound by these Terms, you should leave the Site immediately.

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Coaching Session

Fill in this form to submit your request for a 1:1 estate planning coaching session.

 The price is $550 (including GST) for a one hour coaching session (online meeting style with a virtual white board).  

This price includes:

  1. A recording of the coaching session for your exclusive use;
  2. A review of the client family background and asset position (if applicable); and
  3. Specific recommendations about the options for drafting the estate planning documentation (Scope of Work).