Our estate planning seminars give us the opportunity to sit and share with you, which is what we love most. Sign up for one of our seminars today, or contact us if you’re interested in hosting a seminar. Our goal is to educate, organize, and empower our communities for greater. We desire to see you create and maintain wealth for generations, and preserve the legacies of those you love.
This estate planning organizer and journal was inspired by three beautiful women that I have loved and lost–my mother, my grandmother, and my cousin.
This Planner will help you identify your family, assets, and pertinent documents to gather in the case of your incapacity or demise. The final portion includes a journal, which will allow you to share some of your story, pass on memories, and remind those left behind of your love for them.
As an estate planning attorney, I talk to families all the time about creating their estate plans. Young, old, wealthy, middle class, low income, it does not matter. In my opinion, planning is crucial. I have created this book for you and for the ones you love. With all my heart, I hope you will utilize this Planner in its entirety, and that it is a helpful resource and a gift to you and your families.