Book a SLAP Session

Secure Legacy Action Plan

  • Families and individuals ready to protect their people, assets, and wishes
  • Parents or guardians who want to ensure their children’s future is secure
  • Blended or modern families looking for clarity in complex situations
  • Anyone unsure where to start, but ready to take that first step

Your First Step Toward Clarity

Planning your estate or legacy doesn’t have to feel overwhelming. A SLAP Session gives you the answers, direction, and peace of mind you’ve been looking for.

Who It’s For

Why It Matters

A SLAP Session isn’t just a conversation—it’s a working session that leaves you with:
  • Peace of mind knowing your plan is in motion
  • Clarity around what you need (and don’t need)
  • Confidence in your options and the costs upfront

What’s Included in Your Free
60-Minute Working Session

Submit Your Family Profile in advance so we can prepare for you

Ask Your Questions & Get Straight Answers

Estate Tax & Probate Calculations tailored to your situation

Custom Roadmap of Options—your clear path forward

Flat-Fee Transparency—we’ll walk you through our pricing so there are no surprises

Next Steps If We’re a Good Fit—and if not, you’ll still leave with clarity and valuable guidance

yours truly,
Ajanaclair Wise