Schedule Your Life & Legacy Planning Session
Take the first step toward securing your future and protecting your loved ones with personalized estate planning advice from Michael Anastasio. In just two hours, you’ll gain clarity on your estate planning needs, actionable insights to secure your family, and a simple roadmap for completing your plan.
3 Simple Steps to Start Your Will or Trust
Reserve Your Spot
Book your 2-hour session with Michael for a $750 deposit (this deposit can be refunded if you successfully complete step 2).
Complete Your Preparation
Before your session, Michael will send you simple instructions on which documents to prepare ahead of your session, to make the time as productive for you as possible.
Complete Your Plan
If you decide to complete your plan with Michael, your $750 deposit will go toward the total cost of your plan. If you decide to not continue but you have successfully completed Step 2 (the preparation), your deposit will be refunded.
Why Book a Session With Michael?
A Life and Legacy Planning Session isn’t just a meeting—it’s an opportunity to take control of your future with the guidance of an experienced professional.
Personalized Advice: Get expert guidance tailored to your unique needs and goals.
Actionable Insights: Walk away with a clear roadmap to secure your financial future.
Comprehensive Preparation: Michael provides you with tools and instructions to ensure you’re ready for the session.
Flexible Next Steps: Apply your session fee toward your Estate Plan or receive a full refund if you choose not to proceed and have successfully completed your preparation in Step 2 above.
Confidence in Your Legacy: Gain peace of mind knowing your loved ones are protected.
Michael Will Send You Everything You Need to Prepare
After booking, you will receive an email to easily guide you through:
how to create your secure online vault
how to prepare information about your family and your assets
what to expect from our upcoming meeting
By preparing necessary information in advance, Michael's goal is to make sure we can hit the ground running during your meeting, meaning that our focus remains on what matters most to you.
