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PLANNING

SETTLEMENT

THE #1 TOOL USED BY FAMILIES TO
PLAN AND SETTLE THEIR LOVED ONE’S ESTATE
  • ATTORNEY HELPLINE
  • STEP BY STEP INSTRUCTIONS
    FOR ESTATE PLANNING AND
    ESTATE SETTLEMENT
  • NOTIFICATION TO
    CONCERNED PARTIES – FAMILY,
    FRIENDS AND GOVERNMENT
  • CONTACTS
  • PERPETUAL CALENDAR
  • FINANCIAL ORGANIZER
  • INCOME / EXPENSES
  • ESTATE INVENTORY
  • CLOUD BASED
  • FAMILY TREE

Keys to ESTATE PLANNING

  • Minimize your family’s worries and anxieties when they settle your estate.

  • Preserve the wealth you built up over your lifetime.

  • Take actions to protect your assets from those you don’t want to have it.

  • Learn the legal ways to avoid paying unnecessary taxes.

  • Ensure your wishes are followed to maximize inheritance to your heirs.

  • Call the Attorney Helpline to get fast and free estate planning tips from the experts.

  • Follow key strategies for asset protection, wealth preservation, tax planning and avoiding probate.

Keys to ESTATE SETTLEMENT

  • Give peace of mind to your loved ones and save them time and money.

  • Reduce their anxiety about your estate.

  • Provide your executor with a step-by-step guide of their duties, the assets and debts that must be settled, and the administrative protocols they must follow.

  • Tap into our attorney helpline for free advice when settling your estate.

  • Create a financial overview so your taxes can be filed easily.

  • Track the costs to settle your estate by keeping it organized, itemized and visible to your loved ones.

  • Compile your contact list so the people you want notified will be notified. You can send them a personalized message too.

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