Success!! You Purchased Your Trust Package
Naturally, you will have questions for me during our meeting. I will have questions for your. To help you answer those questions please note the following:
- Download, the “My Estate Plan Guide” [[[HERE]]] (don’t fill it out on the google drive and possibly expose your information to others.)
- Send your answers back to firstname.lastname@example.org or send me a link to it in your drive at least 24 hours before our meeting.
- If you have a partner or spouse, make sure you both can attend or it may be best to reschedule when you can.
- Take notes and ask as many questions as possible.
- If you need to reschedule use the link provided in the confirmation e-mail.
I am looking forward to talking with you to help protect your family and plan an abundant life!
Remember: We don’t know what’s coming tomorrow but you can be prepared for it today!