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  • Professional Advisor Resources
  • Free Legacy Planning Guide

    Are you ready to plan your will or trust? We are pleased to offer a FREE planning guide to aid in this process. Planning Your Legacy, A Guide to Planning Your Will or Trust is designed to encourage you to think about how you want your assets to be distributed and to assist you in gathering the information your attorney will need. With this guide the process will be much easier and less expensive while fulfilling your desires for friends and family.

    Request your free planning guide today to provide for and protect those you love. The electronic copy is an editable PDF that you may type your answers into and email to your attorney. If you prefer a printed copy of the planning guide, please write your mailing address in the "Comments" section. You can also specify if you'd like the Christian version with scripture references and a planning prayer.

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    Electronic/PDF Wills Guide
    Please mail me a printed Wills Guide