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Estate Planning, in Plain English (60 minutes).

Learn exactly what your family needs—Will vs. Revocable Trustguardians for minors, and the essential college-kid docs (HIPAA/FERPA/medical & financial POAs). We’ll also cover how to avoid probate delays/costs, prevent beneficiary mistakes, and the simple steps to fund your plan so it actually works.

You’ll leave with:

  • A one-page checklist
  • A link to book a 15-minute fit callbook within 7 days for a $250 credittoward any estate plan

Logistics: Live on Zoom, Mon, Sept 22, 2025 at 1:00 PM ET. Capacity limited; you’ll get your join link and reminders (24h/2h/10m) after registering.

Educational only; not legal advice. Attendance does not create an attorney-client relationship. Licensed in CA, NV, TX, FL & IN.

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      Get Started With A Consultation

      Reach out today by calling (463) 363-0211 or fill out the form below.

      Consultation rate is $250 for 30 minutes.
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