Do you know exactly what is involved in setting up your Will & Trust? I’m referring to the process to get this done.
This Thursday, September 16th at 1 pm PDT, I am sitting down with BarthCalderon paralegal Kraig Strom to pull the curtain on the estate planning process.
You’ll discover the important decisions that go into creating your Will & Trust such as:
Choosing a trustee
Deciding who will have financial power of attorney for you
Picking someone to make medical decisions for you
How to ensure your kids are properly covered within your estate plan
We’ll also show you the step-by-step process to put your estate plan in place. From the first call to the final documents.
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If you have any immediate questions on your own planning, click the calendar below for access to our complimentary planning assessment HERE.
