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Estate Planning Consultation
If you are a new client please give yourself 4-6 weeks when scheduling your Estate Planning Consultation. Once your appointment is scheduled you will receive a package in the mail with a questionnaire and instructions on what documents to need to gather in preparation for the meeting.
We will email you six brief videos over three weeks explaining our philosophy, process, and pricing. PLEASE WATCH ALL SIX! After the consultation, if you don't want to receive our educational video emails, just unsubscribe
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