Asset & Data Summary

Our goal in helping people to plan for the future is to help them avoid problems between loved ones and to prevent the wasting of their assets after they are gone. Estate planning is about common sense and organization.

When you purchase one of our Wills or Estate Plans, we ask you to complete an online questionnaire. We have found that the answers we collect can be a useful information resource for you and your loved ones.

Information contained in the Overview:

  • Your personal and family information
  • The names of your healthcare providers
  • A summary of your assets
  • The names of your healthcare providers
  • The gifts you plan to leave to loved ones
  • The person you want to manage your estate
  • The name of the guardians for any children you may have

Need More Info?

Schedule a Free Telephone Consultation

Talk To Us

We are:


Cost Effective


Easy to deal with

...and much more