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Naturally, you have questions for me about Wills and Trusts. You will want to know the difference between them, the costs of planning, and how it will benefit you and your family to plan. 

Obviously, I am going to have questions for you. To help make the most of our time together, please download the “My Estate Plan Guide[[[HERE]]]

1. Download and SAVE the Guide to your computer.
[Don’t use Google Viewer to fill it out, it does not save.]

2. Type your answers into the guide, as best you can.
[Don’t print out and handwrite the guide.]

3. Fill out the Guide, as best you can.

4. Return the Guide to the day before our meeting to let me know you are ready. 
[You can also save it in the cloud and share the link with]

We may have to reschedule if your Guide is not received in time.  

I am looking forward to talking with you.

Talk soon,