Terms & Conditions

Wisdom | Harmony Sessions

Your $750 session fee will be waived entirely, as long as you (& your spouse, if applicable): (1) attend your Wisdom | Harmony Session as scheduled; and (2) you use your best efforts to complete the People & Asset Inventory (including the background information & Values Assessment) ("Homework").

You will receive an email with the People & Asset Inventory (links & password) within 24 hours of scheduling (or Monday if you schedule after hours on Friday, Saturday or Sunday).

Virtual & Off-Site Sessions

If you wish to meet via Zoom or at a location other than our two office locations, the session fee must be paid upfront, and you will receive a $375 credit towards any comprehensive estate planning.

Rescheduling / Cancellation Sessions Policy

Please note, we do not allow cancellations within 5 business days prior to your scheduled session. If you are sick or an emergency comes up, you will need to reschedule your session within 7 business days to avoid being charged the session fee associated with your session.

If you fail to attend your scheduled session or you do not complete the Homework, you will be charged for your session in full. If you have selected the reserve without paying / pay later option during scheduling, you understand Weygandt Law will charge your card if you fail to show up (and don’t reschedule your session within the rescheduling window) or fail to complete the Homework.

If you end up rescheduling at a later date (outside of our rescheduling window) or attend the session without having completed the Homework, you will be charged for your session fee but will receive a $375 credit towards any comprehensive estate planning.

If you have any questions or concerns about this policy, you can give us a call at 713.489.5900 to discuss.