Get Your FREE Copy of "The Estate Directory"
In all our years we have seen too many families struggle to go on with their lives after the loss of a loved one that didn't have this financial and life road map for their loved ones to follow. Thus we have made it our mission to share this "Gift" to everyone we possibly can.
For those that want a copy of their own they can download a .pdf copy by completing the form below. Once you've done that a Thank You Page will open and there will be a link to the download page where you can download your copy. It is designed for you to be able to fill it out on your computer and save it to a file and name that you can easily find in the future.
Many times, once people have downloaded The Estate Directory, they feel a bit overwhelmed with filling it out on their own. Since you have taken the step of providing this gift to your loved ones, the last thing we want is for you to not complete the gift because it seems overwhelming.
With that in mind, we've taken this a step further. If you'll make sure you have all your information handy we will meet with you in person or virtually and help you complete your form in a 30 to 45 minute meeting.
We really want you to complete this so we've even added an incentive to having us help you. We will give you your very own "Ultimate Life Key" to securely store this document digitally, plus the "Ultimate Life Key" also has enough storage space to store most if not all your legally sensitive documents and you'll always be in control of where they are!
If you're ready to have your own "Ultimate Life Key" complete the form on the right below and you'll be directed to the download page for "The Estate Directory" and we'll contact you to set up a time for us to get together either face-to-face or online through a virtual meeting.
For those that want a copy of their own they can download a .pdf copy by completing the form below. Once you've done that a Thank You Page will open and there will be a link to the download page where you can download your copy. It is designed for you to be able to fill it out on your computer and save it to a file and name that you can easily find in the future.
Many times, once people have downloaded The Estate Directory, they feel a bit overwhelmed with filling it out on their own. Since you have taken the step of providing this gift to your loved ones, the last thing we want is for you to not complete the gift because it seems overwhelming.
With that in mind, we've taken this a step further. If you'll make sure you have all your information handy we will meet with you in person or virtually and help you complete your form in a 30 to 45 minute meeting.
We really want you to complete this so we've even added an incentive to having us help you. We will give you your very own "Ultimate Life Key" to securely store this document digitally, plus the "Ultimate Life Key" also has enough storage space to store most if not all your legally sensitive documents and you'll always be in control of where they are!
If you're ready to have your own "Ultimate Life Key" complete the form on the right below and you'll be directed to the download page for "The Estate Directory" and we'll contact you to set up a time for us to get together either face-to-face or online through a virtual meeting.
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