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Protect.LIFE

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.

STEP ONE: Contact Us

The first step to Protect.LIFE is to simply contact us and request our general intake form (very short, takes a few seconds).

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 initial design meeting.  There is no cost to book this meeting, provided you first attend our free Estate Planning Seminar.  (Otherwise there is a nominal fee which is credited toward any engagement.)

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

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