Panoramic Plan

Introducing the Panoramic Plan

A Panoramic Plan is more than an estate plan. An estate plan deals with your assets. But you are more than your assets, and your legacy should be built around the life you create, not just the things you acquire. And it isn't necessary to wait until you're gone for your most valuable possessions to be protected.

A Panoramic Plan is a detailed strategic plan and customized grouping of services that address your unique needs and safeguard your future so that it goes the way you intend. We develop your Plan after we first fully understand your whole life and family landscape. While your estate and assets will be protected, a Panoramic Plan covers so much more than that. You, your family, your loved ones and dependants will be guarded against many terrible circumstances, and all the things you cherish most will be carefully protected as well.

"I just need a simple will"

Everyone needs a Will and Powers of Attorney. Having them in place is an excellent first step in saving your family from unnecessary heartache and extra expense. However, our experience has shown us, time and time again, that hardly anyone can get away with "just a simple will"; that nearly everyone has characteristics that extend beyond the scope of these basic documents.

  • family structures are changing
  • career paths and retirement are different than previous generations
  • assets are now held in physical and digital formats
  • bodies are outliving the wellness of our minds
  • more people are business owners and entrepreneurs

The traditional approach to estate planning was not developed with the present landscape in mind and it is clear that today, more than ever, we need something more flexible and comprehensive; something that is panoramic in scope.

Invitation to Will Week 2020

Will Week 2020

Take advantage of huge savings during Will Week 2020!

Will Week, our most talked-about event is back! This year, our mission is to equip our clients to take control of their family legacy planning by providing free estate planning seminars and steep discounts on the Panoramic Plan. By signing up for Will Week 2020 you will receive the most significant savings value we have ever offered before. We have been developing this exclusive, one-of-a-kind service for over a year, and we are thrilled to be able to extend it to everyone who attends one of our free Will Week 2020 Seminars.

Already on board and looking for the quickest way to sign up for Will Week 2020? The link to the seminar sign-up is right here!

Offering The Biggest Savings Yet

A Panoramic Plan is a robust, specialized plan that is created just for you! It includes your Will and POAs, but it goes far beyond that - it protects you with an exclusive suite of documents and products that extend beyond what a traditional Will and POA package ever could. Plus, it provides resources and an ongoing relationship with the Panoramic Team at Whittal + Company Law Firm for years to come.

Because each Panoramic Plan is built for each individual, every Plan is as unique as the person it is designed to serve. So rather than just taking $100 off the cost of a Will, as we have done in the past, we're offering an unprecedented level of savings on this completely customized plan.

First, we are cutting the price of our booking deposit to only $99 per person (that is a savings of over $100 per individual). Then, we are offering an unprecedented 25% off your ENTIRE Panoramic Plan! This is not just a discount on your Will and PoAs: this discount applies to every document and service that is included in your customized Plan. This discount includes things like: your Will, Powers of Attorney, child guardianship and protection packages, insurance and trust documents, and the entire suite of proprietary documents developed and created by Whittal + Company Law Firm for the exclusive benefit of our Panoramic clients. We've never offered a deal like this before, and we are excited to extend it to you now.

Take Advantage of Will Week 2020 in 3 easy steps

  1. Reserve your spot at a Will Week 2020 Seminar being held between February 17-23.
  2. Attend the seminar and book your Base Camp meeting to secure your exclusive Will Week 2020 discount -- the most savings that we have ever offered before.
  3. Start living the Panoramic Life! Once you've booked your first Panoramic Plan appointment, you're in good hands! We will guide you through all the steps and stages that lead you to your customized and comprehensive Panoramic Plan.

All the seminars are held at Rossini's Restaurant in Chatham, where you'll be served a delicious meal. The seminar (and food) is free, and there our Estate Planning experts will walk you through the estate planning process. They'll educate you on the ins and outs of ensuring that your loved ones are protected, and your goals, values and legacy are well cared for. We'll answer any and all questions you may have, and equip you with all the knowledge you need to book your first appointment at the exclusive Will Week 2020 discounted pricing.

Since every family is unique, every Panoramic Plan and set of services is customized to your exact needs. This is not a one-size-fits-all approach, nor a quick fill-in-the-blanks solution: this is exclusive, white-glove service, available to everyone, and right now we're offering it to you at an incredible discount.

Our dedicated team of Estate Planning professionals will guide you through the entire process and are available when you need questions answered or a helping hand. Together, we will develop a Panoramic Plan that protects the things that matter the most to you!

Don't miss this once-a-year event!

As soon as Will Week 2020 is over, the savings are over. This is the only way you will receive pricing like this. Take advantage and reserve your spot in one of our sessions right now!

Want to save lots of money and take care of your family's future at the same time?
Let's get you signed up!

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