Yes, we ask a lot of questions in your first estate planning meeting...🤨 No, it’s not to make things complicated! 🤪 It might feel thorough (even intense), but that groundwork allows us to move efficiently and avoid costly mistakes later. That preparation is what helps us get it done quickly and get it right. Want to save time (and have less grilling) during your first estate planning meeting? Check out our FREE Estate Planning Worksheet to fill out beforehand, at the link in our bio! #EstatePl
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