🔍 Estate Plan Check-Up & Review – Ensure Your Legacy is Secure
You’ve taken the important step of creating an estate plan—but is it truly working for you and your family? Laws change, assets grow, and family dynamics shift. Without regular updates, even a well-crafted plan can have gaps that put your legacy at risk.
Our Estate Plan Check-Up & Review is a comprehensive assessment designed to:
✔️ Ensure your plan still reflects your wishes and current family situation
✔️ Verify all assets are properly funded into your trust or estate plan
✔️ Identify and fix any gaps that could lead to probate, legal disputes, or unnecessary taxes
✔️ Provide expert legal guidance on any updates needed to maximize protection
🔹 What You Get for $999:
âś… A full review of your existing estate plan (wills, trusts, powers of attorney, etc.)
âś… Detailed asset funding verification to ensure everything is properly titled
âś… A 1-on-1 in-depth consultation where we walk you through needed changes or improvements
âś… A strategic roadmap outlining exactly what steps to take next to safeguard your legacy
đź’ˇ Who is this for?
Individuals & families who haven’t reviewed their estate plan in 2+ years
Homeowners, business owners, and retirees with growing or changing assets
Anyone who wants peace of mind knowing their loved ones will be protected—without court interference
⚠️ Don’t leave your future to chance. An outdated or incomplete estate plan can cost your family time, money, and stress. Make sure your plan does what it’s supposed to—secure your legacy.
You’ve taken the important step of creating an estate plan—but is it truly working for you and your family? Laws change, assets grow, and family dynamics shift. Without regular updates, even a well-crafted plan can have gaps that put your legacy at risk.
Our Estate Plan Check-Up & Review is a comprehensive assessment designed to:
✔️ Ensure your plan still reflects your wishes and current family situation
✔️ Verify all assets are properly funded into your trust or estate plan
✔️ Identify and fix any gaps that could lead to probate, legal disputes, or unnecessary taxes
✔️ Provide expert legal guidance on any updates needed to maximize protection
🔹 What You Get for $999:
âś… A full review of your existing estate plan (wills, trusts, powers of attorney, etc.)
âś… Detailed asset funding verification to ensure everything is properly titled
âś… A 1-on-1 in-depth consultation where we walk you through needed changes or improvements
âś… A strategic roadmap outlining exactly what steps to take next to safeguard your legacy
đź’ˇ Who is this for?
Individuals & families who haven’t reviewed their estate plan in 2+ years
Homeowners, business owners, and retirees with growing or changing assets
Anyone who wants peace of mind knowing their loved ones will be protected—without court interference
⚠️ Don’t leave your future to chance. An outdated or incomplete estate plan can cost your family time, money, and stress. Make sure your plan does what it’s supposed to—secure your legacy.
You’ve taken the important step of creating an estate plan—but is it truly working for you and your family? Laws change, assets grow, and family dynamics shift. Without regular updates, even a well-crafted plan can have gaps that put your legacy at risk.
Our Estate Plan Check-Up & Review is a comprehensive assessment designed to:
✔️ Ensure your plan still reflects your wishes and current family situation
✔️ Verify all assets are properly funded into your trust or estate plan
✔️ Identify and fix any gaps that could lead to probate, legal disputes, or unnecessary taxes
✔️ Provide expert legal guidance on any updates needed to maximize protection
🔹 What You Get for $999:
âś… A full review of your existing estate plan (wills, trusts, powers of attorney, etc.)
âś… Detailed asset funding verification to ensure everything is properly titled
âś… A 1-on-1 in-depth consultation where we walk you through needed changes or improvements
âś… A strategic roadmap outlining exactly what steps to take next to safeguard your legacy
đź’ˇ Who is this for?
Individuals & families who haven’t reviewed their estate plan in 2+ years
Homeowners, business owners, and retirees with growing or changing assets
Anyone who wants peace of mind knowing their loved ones will be protected—without court interference
⚠️ Don’t leave your future to chance. An outdated or incomplete estate plan can cost your family time, money, and stress. Make sure your plan does what it’s supposed to—secure your legacy.