Book a Free Consult

Wondering If You’ve Missed Something Important?

In this 30 minute complimentary call we'll walk through a 5 question Estate Vulnerability Scan to identify potential gaps. How is this free?*

What we'll cover on the call:

  • We'll discuss your current situation and unique family circumstances (no financial details required)

  • We'll talk through a 5-question scan

  • Together, we'll determine if you need additional protection or if your current plan is sufficient

  • You'll leave the call with either:

  • A green light confirmation that your affairs are in order, or

  • Two clear options: Our $47 DocuPlan DIY system OR personalized referrals to trusted estate planning specialists

OUR TRANSPARENCY PROMISE

This call is 100% free with absolutely no obligation. How are we paid? If you want to go the DIY estate planning route, we offer a $47 DIY worksheet. If you'd prefer to work with an estate planning professional, we earn a small referral fee if you choose to work with one of our trusted partners.