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 you answer them and to make the most of our time together, please download the “My Estate Plan Guide” [[[HERE]]].
Fill it out as best you can. You can leave out sensitive data like SSN numbers and account numbers for now.
Send your answers to firstname.lastname@example.org at least 24 hours before our meeting, or send me a link to your answers in your own cloud based drive.
Your answers are your ticket to our free meeting. We will need to reschedule if not received in time.
I am looking forward to talking with you.