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Nobody puts estate or asset protection planning as the #1 fun activity on the list, but getting organized and updated with your planning does not have to be painful. Here at BarthCalderon, we have a process that helps you get organized in an efficient and painless way.
Episodes
Wednesday Mar 11, 2020
Wednesday Mar 11, 2020
When you hear the words estate plan do you get a sick feeling in your stomach?
Putting your plan in place doesn't need to be a gut wrenching scenario. It actually can be positive.
Our process is:
1. Complete questionnaire
2. Get on Zoom with attorney expert for deep dive into your scenario
3. Receive digital draft of your plan to review
4. Get input on any follow up questions with your attorney
5. We build final version, send to you and you did it!
6. Ongoing complimentary access to service team.
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