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Estate Planning Clients
Before your consultation, complete the Estate Plan Questionnaire using the link below.
For additional insights, take advantage of our short reels below to help guide you.
After your consultation, complete the Authorizations using the link below:
Get Started with Estate Planning
Get Started with Estate Planning

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Step 1 - Getting Started with your Estate Plan
00:41
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Step 2 - High Level Overview of Estate Planning
01:07
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Step 3 - What is a Trust and what is its importance?
01:18
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Step 4 - What are the attributes of a Probate Avoidance Trust?
00:52
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