Special Needs Planning Process

Educational Workshop (Optional)
Join us in our classroom or at our satellite office, in a small group setting, to learn about the planning issues you will be addressing for your family. We highly recommend you attend an educational workshop, but it is optional. (Complimentary)

Discovery and Decision Dialogue
Discuss client and attorney commitments; you teach us about you and your family. We teach you about the law and how it affects your family. Then, together we can explore optimum planning solutions. (Consultation Fee $200.00 – Applied to planning costs)

Counselling and Design Meeting
We will work with you,  your family, and advisors (optional) to custom design your plan. (1/2 of your fee is due)

Signing Ceremony
We review and sign all drafted documents. (Remaining 1/2 of your fee is due)

Asset Ownership and Protection; Updating, Education, Maintenance & Support can be provided at an additional fee.