Your Estate Planning Checklist

I love checklists!
I geek out to them.
It is a simple pleasure in life to feel the accomplishment of that checkmark.

So I am thrilled to share this 2-page easy resource to evaluate what you have in your estate plan.

And remember, I’m here to answer questions or even review your plan (for free!).
Call or text me on (602) 529-1827 or email me anytime on