Wealth Transfer Planning

Our Inheritance Design program helps retirees prepare heirs for their inheritance and memorialize their family legacy for generations to come.

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Overview: This planning program helps retirees prepare heirs for their inheritance and memorialize their family legacy for generations to come.  This service includes*:

  • Documenting family story
  • Defining family vision & principles
  • In-depth legal review of estate plan**
  • Multi-generational family retreat
  • Inter-generational mentoring

How is this program offered? Combination of virtual and in-person meetings

Who offers this program? Justin

Want to learn more? Schedule a Virtual Discovery Consultation.

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*This service is available for existing clients as well as families who are not investment advisory clients of J. Biance Financial. This is a fee-based service; however, discounted rates are available for existing clients.

**Completed by partner attorney. J. Biance Financial nor its agents or representatives may give legal advice.