Success!! Your Free 20 Minute Zoom Has Been Scheduled
Important Next Step:
Click on “My Estate Plan Guide” and send it back BEFORE our meeting.
You have questions for me about Wills and Trusts. You want to know the difference, the costs, and how it will benefit you and your family.
The “My Estate Plan Guide” will help us determine those answers fast.
INSTRUCTIONS:
1. Download and SAVE the Guide to your Computer. (Not your phone.)
[Don’t use Google Viewer. IT DOES NOT SAVE.]
2. Type your answers into the PDF fillable guide.
[Don’t handwrite the guide.]
3. Fill out the Guide, as best you can.
4. Return the Guide to info@legallifeplan.com a day before or at least two hours before our meeting or let me know you have it ready on your side.
[It’s best to save it to your cloud and share the link with my email.]
We may have to reschedule or charge $175 for the meeting if your Guide is not received in time.
I am looking forward to talking with you.
Michael.