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Sep 15, 2021

Your Will & Trust Revealed

Greetings!
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.
CLICK THE IMAGE BELOW TO SIGN UP.
CLICK THE PLAY BUTTON FOR A QUICK TEASER

If you have any immediate questions on your own planning, click the calendar below for access to our complimentary planning assessment HERE.

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