Estate Plan Assessment

Estate Plan Assessment

Why would you need our free, 15-minute Estate Plan Assessment? Because every estate situation is different. That’s clear as life takes us in various directions.  However, over the years we were able to identify three main groups:

Your situation is simple. Most of the time we can refer you to a free or inexpensive online service.

Your situation is highly-complex.  We will be able to refer you to offices that specialize in those complex situations.

The rest. For those who need an Estate Plan, Probate Services, or Administrator Services, we should be able to put you on the right path whether you choose to have your services with us, or choose other options.

Which group do you belong to?

Find out in a 15-minute assessment, a service we normally charge $100 for, but offered at no charge to you for a limited time.