Here are instructions for updating your estate plan that I prepared for you in the past.
First of all, please download the following Worksheet to complete as much as possible and then return to me at [email protected].
DOWNLOAD ESTATE PLAN UPDATE WORKSHEET
Next, schedule a special 30-minute meeting with me to discuss the changes you wish to make to your estate plan. At the end of the meeting, I will give you a fixed fee quote for doing the necessary updates.
When you are ready to proceed with your meeting, use one of the following links to schedule:
CLIENT UPDATE 30-MINUTE ZOOM MEETING
CLIENT UPDATE 30-MINUTE IN-PERSON MEETING
