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Planning Process

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Step 1: Before Your 1st Meeting

Complete the Estate Plan Questionnaire using the link below. If you've already completed one and would like to make updates, click the Client Dashboard link to access your account. For additional insights, take advantage of our short reels below to help guide you.

Free Gift

Download this Legacy & Asset Organization Guide that will help organize and centralize your family records. The clutter from using various sources for vital personal details
only adds to the challenge. However, having easy access to these records becomes crucial during unfortunate events like the death or incapacitation of a loved one.

Get Started with Estate Planning

Get Started with Estate Planning

Get Started with Estate Planning
Step 1 - Getting Started with your Estate Plan

Step 1 - Getting Started with your Estate Plan

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Step 2 - High Level Overview of Estate Planning

Step 2 - High Level Overview of Estate Planning

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Step 3 - What is a Trust and what is its importance?

Step 3 - What is a Trust and what is its importance?

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Step 4 - What are the attributes of a Probate Avoidance Trust?

Step 4 - What are the attributes of a Probate Avoidance Trust?

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