STEP ONE: Contact Us

The first step to Protect.LIFE is to simply contact us.  We will send you a link to a general intake form that is so short it takes just a few seconds to fill out.

STEP TWO: Questionnaire + FREE Design Meeting

If you indicate an interest in estate planning on our general intake form (Step One), we will send you a link to our estate planning questionnaire which is also secure and encrypted.  With this questionnaire, we will schedule your 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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