STEP ONE: Register for Free Membership

The first step to Protect.LIFE takes only a few seconds: simply register here to be connected as a “” FREE member. This membership comes with some very valuable benefits:

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STEP TWO: Questionnaire + FREE Design Meeting

The second step to Protect.LIFE is to fill out our online, secure, encrypted questionnaire (YOU MUST BE LOGGED IN TO VIEW QUESTIONNAIRE) and arrange to meet for a free initial design meeting. There is no cost or obligation incurred by attending your free design meeting, up to 2 hours as needed.

STEP THREE: Optional FREE Training

The third step to Protect.LIFE is to get trained! Attend our live seminars and webinars and our self-paced online courses. All training is free and optional, but be sure to attend to get the most out of the estate planning process.

Estate Plan Deficiencies Checklist

Protect.LIFE is your launchpad for:

  • Family Protection
  • Asset Protection
  • Venture Protection

Does your “estate plan” protect your family? Download our Estate Plan Deficiencies Checklist.

Or, take our short online course, “Do I Need to Update My Estate Plan?

Subscribe To Our Newsletter

Get a FREE basic estate plan (and more!) by attending our free Family Protection Clinic.

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