BOOK A STRATEGY SESSION
Book a call with us to get started.
An introductory call to learn a bit about Intergenerational Wealth
15 min
Free
Protect your hard earned wealth for multiple generations.
30 min
375 US dollars
INVEST in yourself and your family
1 hr
750 US dollars
Protect your hard earned wealth for generations.
30 min
375 US dollars
Navigating probate or trust administration? Let us guide you.
1 hr
Free
Protect your hard earned wealth for multiple generations
45 min
Welcome to the 3rd step in our 6-step process
30 min
Welcome to the 3rd step in our 6-step process
30 min
A walk through of each article of your plan.
1 hr
Congratulations on completing your Legacy Wealth Plan
1 hr
Congratulations on completing your Legacy Wealth Plan
1 hr
15 min
I've had estate plans done previously and Portia Wood's sharing of the reasons for failure to pass on wealth are spot on. I had to have her present to my inner circle of professionals after hearing her presentation. They were impressed and many are following up given the importance of this subject matter. I highly encourage you to reach out to Wood Legal Group. You will not regret.
Jenifer Williams
LET'S TALK INTERGENERATIONAL WEALTH!
We are passionate about educating the community on all things generational wealth! If you would like to get in touch with us about speaking at your event, or for other media & press, please contact us below! Talk to you soon!