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  • Life’s Values

How an Estate Plan Can Honor Your Life’s Values
Happy senior couple during the meeting with agent or financial consultant, signing some agreement in the comfortable office
  • ACT OF LOVE
Why Estate Planning is the Ultimate Act of Love for Your Family
Living Will, HealthCare, and Power of Attorney documents
  • POWER OF TRUST
The Power of Trust: Protecting Your Legacy with Heart
Family meeting real-estate agent for house investment
  • PRE-NEED?
What is a Declaration of Pre-Need Guardian?
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  • GUN TRUST???
What is a Gun Trust?
Family meeting architect for house project
What is a Durable Power of Attorney?
Living Will document and legal gavel
What is a Living Will?
FIRST STEPS
  • RESOURCES

Learn About Estate Planning
  • STRUCTURED

Your Family & Legacy Profile
  • PEACE OF MIND

The Peace of Mind Planning Session
  • DESIGN MEETING

The Design Meeting
  • CELEBRATION

Your Signing Ceremony
  • COMMUNICATION

Ongoing Communication and Follow-Up

Secure Their Future—
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