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 info@legallifeplan.com 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.