Let's Get Started
Book Your Free
Family Wealth Planning Session
30 minutes. Zero pressure. 100% virtual. Let's find out what your family needs — and what would happen today if you didn't make it home tonight.
Request Your Free Planning Session
Fill out the form below and we'll be in touch to schedule your free session. Or just call us — we actually pick up.
We respond within 4 hours — because your family's protection shouldn't wait.
Get In Touch
Serving Houston & All of Texas
100% virtual — meet from the comfort of your home
Available statewide via ZoomCall or Text
(832) 555-1234Email
info@legacydad.comAvailability
Monday – Friday: 9:00 AM – 6:00 PM
Evenings & Saturdays: By appointment
We work around YOUR schedule
Your Free Planning Session
What to Expect
Your Family Wealth Planning Session is always free, always confidential, and always about your family — not about selling you something.
A Real Conversation, Not a Sales Pitch
We'll talk about your family, your concerns, and what matters most to you. No scripts, no hard sell — just honest guidance from someone who cares.
Clear Guidance in Plain English
We'll explain exactly what your family needs (and doesn't need) — no legal jargon, no scare tactics. Just the truth about what would happen today and how to fix it.
Transparent, Upfront Pricing
You'll know exactly what your plan costs before you commit. No hidden fees, no surprise bills. We also offer payment plans because every family deserves protection.
A Clear Next Step — Whether You Hire Us or Not
You'll leave knowing exactly what to do next to protect your family. Even if we're not the right fit, you'll walk away more informed than you came in.
30 Minutes Could Change Everything
Your family's future is too important to put off. Take the first step today — it's free, it's easy, and you'll feel better knowing you did.