Download Estate Planning Checklist

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Look closely at the strengths and weaknesses of your current estate plan using this tool.

And if the tool leads you to unanswered questions or you find that you want a second opinion, schedule a free session.

Over the next 5 days, your Legacy Lifeguard will send you a daily email with a short 2-minute video going into a little more detail on mistakes people frequently make in estate planning.

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