Schedule Your Estate Risk Scan
A $750 deliverable-driven session. The fee is credited 100% toward your engagement if you move forward within 90 days.
Book your session
Reserve your Estate Risk Scan
Choose a time on our secure scheduler. You’ll confirm your details and pay the $750 fee, which is credited 100% toward your engagement within 90 days.
Book Your Estate Risk Scan →A focused, structured session
Session Format
- •60–75 minute working session
- •Complete asset profile review
- •Planning structure recommendation
- •Clear outline of scope and timeline
- •In-person or remote option
Bring (or Have Ready)
- •Approximate asset totals
- •Business ownership details (if applicable)
- •Questions regarding guardianship or incapacity planning
- •Any existing estate planning documents
- •Current beneficiary designations
What happens next
Tier Recommendation
We recommend a specific planning tier based on your asset profile, family structure, and planning goals.
Engagement Agreement
We send a formal engagement agreement with clear scope, fixed fee, and timeline. No surprises.
Begin Planning
Once the engagement is signed and payment received, we send your intake questionnaire and begin document drafting.
$750 Estate Risk Scan
The Estate Risk Scan is a deliverable-driven working session—not an open-ended consultation. You leave with a written Estate Risk Summary, a Family Tree diagram, and a Recommended Tier memo.
The $750 fee is credited 100% toward your engagement if you move forward with planning within 90 days. There is no additional charge for the Scan if you retain us.
If TrustYourEstate is not the right fit, the fee is earned and not refunded—we've invested time in understanding your situation and routing you appropriately.
Not Sure If You're a Fit?
Start with our brief qualification form. It takes 2–3 minutes and confirms whether TrustYourEstate aligns with your planning needs. Then you can schedule your session with confidence.
Begin QualificationReady to Talk Strategy?
Schedule your $750 Estate Risk Scan and let's confirm the right planning path for your family.