Our 3-Step Process ...

Makes Getting Started Easy

We have streamlined and simplified the estate planning process to make it easy for busy families to take care of this important work.

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Attend Webinar or Peace of Mind Planning Session

01.

Watch the on-demand webinar, attend a live webinar, or book a Peace of Mind Planning Session. You will learn about your options and our flat prices. When you are ready to move forward, we will provide you with an engagement letter and invoice.

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Design Your Plan

02.

Together we will design your will or trust. After this session, we will draft your documents and send a copy for your review along with a video overview of your documents.

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Enjoy the Peace of Mind

03.

Your Virtual Signing Ceremony is where you will sign your documents with a mobile notary and two witnesses. Your official documents are organized and mailed to you so you can get back to enjoying your life knowing your legacy and estate are in good hands.

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WATCH OUR ON-DEMAND WEBINAR HERE

JOIN US FOR A LIVE WEBINAR HERE

BOOK YOUR PEACE OF MIND STRATEGY

What do Clients Say?

I offer a variety of life coaching services that will nurture your spirit, help you overcome personal challenges, and allow you to achieve your individual life goals. I cater to each of my client’s personal needs in order to unlock their full potential.

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Makes Getting Started Easy

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What do Clients Say?

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