How we work together
Services & educational agreement
Clear expectations for a productive GYHIO pre-planning awareness session. This page explains the educational nature of our services and how to inquire about scheduling.
Our educational offering
Estate pre-planning awareness consultations
Sessions are designed to introduce core planning concepts, review your general questions, identify information to gather, and help you prepare for conversations with qualified advisors.
A simple process
Reach out
Describe your interest and the type of educational session you have in mind.
Review the scope
We discuss format, availability, fees if applicable, and educational expectations.
Confirm in writing
Any service agreement and payment terms are provided for review before a booking is finalized.
Important terms
Educational service disclosures
Scope of service
GYHIO offers general education and awareness. No attorney-client, fiduciary, or financial advisory relationship is established by this website or educational session.
Not included
Legal advice, legal document drafting, tax advice, investment recommendations, and representation in probate or other proceedings are not provided.
Fees and cancellation
Fees, schedules, rescheduling, refunds, and cancellations are agreed upon in writing for each engagement. No fee or cancellation policy is represented as final on this page.
Your privacy
Do not submit Social Security numbers, account numbers, passwords, medical records, or other highly sensitive information through the website contact form.
This page summarizes service expectations and is not an executed contract. A separate written agreement is required for any paid engagement.