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Legacy Planning

So much more than just a Will! Ensure that planning is in place with clear communication as to how to carry out your wishes.  Reduce family stress and conflict.

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Legacy Planning Binder

  • One on one organization sessions

  • All of your relevant documents and information in one place

  • Identify and gather important information

  • Guidance to address areas that need more planning

  • Group presentations and workshops available   

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