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.