Estate Planning Blueprint – White Glove Service

$1,995.00

Choose this option if you want the red-carpet treatment and wish to have one of our digital asset experts assist with the creation and maintenance of your plan, and you want the security of knowing a trusted advisor will be there to assist your loved ones when they most need it.

Category:

Description

$1995 (Once Off Billing)*

  • Concierge assisted Estate Plan Creation (blueprint implemented)
  • List Bradshaw Knox as Trusted Advisor (optional)
  • 10% Discount on Deceased Estate Advisory Services if Ever Required
  • Peace of mind someone has your back.

 

Our skilled team with work with you to implement an initial Estate Planning Blueprint to suit your needs.

 

*  Subject to fair use criteria. If portfolio complexity necessitates a more involved approach, this will be discussed on initial contact.