Receive your own 15-page personalized estate planning report showing what you are doing well and areas where you can improve (US and Canadian Citizens Only).

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After purchasing access to the Ultimate Estate Planning checklist you'll receive a LINK. Click on the LINK, enter your first name and your email address.  The checklist takes 8 to 10 minutes to complete. Press enter and you'll immediately receive your own personalized estate planning report showing what you are doing well and areas for improvement.

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Use your report to understand your estate plan BEFORE meeting with your lawyer. Your report will help you have shorter more productive meetings. Shorter meetings with lawyer can equal big savings. In many cases this tool can help you save hundreds even thousands of dollars in legal fees.

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