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You've been thinking about this for a long time . . .

You've been thinking about this for a long time. You always found an excuse to put it off. Life was busy. There was always something more important to do: work, daycare pick-ups and drop-offs, the grocery store, and list goes on. 

Frankly, though, it didn't take much to distract you. You'd almost rather do anything than think about writing your will or drafting your estate plan. 

But that's in the past. You're here now. 

You've taken the first step. That's more that most people can say. 

Keep the momentum going.

Every day people pass away without a plan in place. And they leave a mess for their loved ones to clean up. I'm sure you heard stories: siblings fighting over their parents' money, years spent in conflict and in court, families torn apart. 

That's not going to be you. You're going to protect your family. You're going to make sure your kids are provided for. 

So keep fighting the discomfort and push through. Don't let yourself get distracted or keep procrastinating. The time is now. 

When you get to the other side, you'll rest easy at night knowing that you've protected your family. With your plan in place, if something were to happen to you: 

What Clients Are Saying

This package includes all documents needed to create a comprehensive estate plan to protect your family and preserve your wealth. You will receive the following:

If you have minor children, this package includes a family-emergency action plan. 

If you own a home, I will prepare and record the deed transferring your home into the trust. An additional property (i.e. rental property) is included in the flat rate. 

If you own a small business, I will prepare the transfer document to change ownership into the trust's name.