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Learn... Plan... Protect Your Estate

Steps to Build Plan
  Step 1 - Organize documents
  Step 2 - Get educated
  Step 3 - Inventory
  Step 4 - Determine goals
  Step 5 - Develop plan
  Step 6 - Review plan
  Step 7 - Take action
  Step 8 - Get help
Estate Plan Items
  Death Will
  Power of Attorney
  Health Care Directive
  Living Will
  Charitable Giving
  Asset Distribution
  Burial Instructions
Get help if you need it

If you are having trouble developing your estatel plan, then it is imperative that you get help. First, reread the previous sections again and check out the frequently asked questions section to see if the answer is there. Second, search the Internet to see if you can find the answers that you need. Third, consider purchasing software if you haven't already done so. Fourth, consider talking to a professional who is willing to help you.

Finally, feel free to contact us and we will do our best to help you answer your estate planning questions. Once we launch our on-line services, you will be able to enter, save and revise information about your personal situation, and our software will help you define your estate planning goals, assess your current situation, identify the most appropriate planning steps and options, and will even outline an action plan with specific recommendations. You will also be able to speak with our experts to answer your questions and get assistance with your estate plan.

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