Life Planning shopping list

Your Estate Planning Resource Shopping List

One of the most important aspects of our Life Planning work with clients is to help identify and address the individual components of each unique situation.

Some of these concepts, like Survivor Control options and No Contest provisions may seem complicated. This video will help clarify some of the more complex moving parts. While you’re watching, feel free to jot down any questions that pertain to your unique circumstances. We’ll be happy to answer all your questions.

Feel free to call Life Planning Inc. at 877-438-7878 to discuss your unique questions, goals and circumstances. We’re delighted to help you attain clarity around your situation, all without cost or obligation to you.

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⭐️⭐️⭐️⭐️⭐️ It was such a great experience. We received excellent service. The office and especially Warner went above and beyond to accommodate our needs. He is very knowledgeable and took extra time and effort to explain every little detail. Very satisfied with the service. – Suzanna R. Phoenix, AZ