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How I Work
Mission
My mission is to make Estate Planning as stress-free and meaningful as possible.
Estate planning is about creating a plan around your wishes and keeping your family out of court and conflict. That's a gift to the people you love!
Providing Life & Legacy Planning
Specializing in wills, trusts, kids protection and asset protection planning
Our Stress-Free Process
Initial Planning Session
*Free Educational Meeting Focused on Client Specifics)
*Free if both spouses (if married) attend and homework is completed
Follow-Up Design Meeting
(Quick Meeting to Nail Down the Details)
Binder Delivery Meeting (Deliver Estate Planning Binder/Life & Legacy Interview)
Signing Meeting
(In Person Meeting to Review & Finalize Your Documents)
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