Congrats! Your guide is on its way.

You are one step closer to protecting yourself, your loved ones, and the legacy and wisdom you will leave behind.

Next steps to take and keep control of your assets:

Read the guide and take notes of where you are in the process and what documents you’ll need

Review any existing plans and identify gaps, including changes in your estate since it was written

Schedule time with a trusted estate plan attorney to discuss your assets and draw up how YOU want your wealth to be protected and your estate to be settled

Let your family know they can rest easy because you’ve planned for the future, and what they can expect