DOES YOUR ESTATE PLAN PROVIDE THE OUTCOMES YOU TRULY WANT?
Find out using this dynamic tool. The questions lead to new questions based on previous answers to provide you with a highly-tailored report that assesses whether your current estate plan is up-to-date and says what you think it says. Try it now!
Why we offer this...
We find that many clients who currently have an estate plan discover that it does not actually say what it should and the outcomes may be vastly different than what is wanted and expected. Our goal is to ensure you have a plan that provides the right outcomes and often the first step in the process is to learn whether your current plan has any deficiencies. This tool can help you rest assured that your estate plan will work when you need it to.