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5 Minute Estate Plan
Our 5 Minute Estate Plan© Process
Directions:
1. Click to download the PDF version of the 5 Minute Estate Plan ©
2. Start with the first question on the top left – “Do you have a bad diagnosis?”
3. Answer the question and follow the appropriate arrow path based on your response.
4. As you answer the questions, when you come to a bold letter (A-G) – write it down (Note: You may have more than one letter).
5. When finished, call our office ((937) 909-0770) for your Free Consultation and identify the letters you collected when making your appointment.
Click to download the PDF version of the 5 Minute Estate Plan ©
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Your Family's Peace of Mind is Priceless
Read Our Former Clients' Five-Star Reviews
Our compassionate and through approach to Estate Planning makes a real difference in our clients' lives. Read reviews in their own words below.
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George and his crew provide the best in customer service and have an outstanding work ethic. They have always been there to help us when needed!- Mark S.
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Bill was very friendly, knowledgeable, and kind. He made Estate Planning fun, fast and easy. We both feel relief to know our wishes are spelled out and our assets are protected!- Sherry C.
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He explained each step 100 percent. He takes the time to talk WITH you, not TO you. I am so thankful I went to his seminar and took advantage of the free consultation.- Rosa S.
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George Lovett made our estate planning easy to understand and informative. He used our personal information to create a plan that was tailor-made to us.- Pamela O.
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We were very pleased with the service, expertise, and attentiveness we received. We are glad that we choose Lovett & House for this.- Pat D.
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George Lovett has helped my family tremendously. He always explained our options and took care of us with the utmost professionalism.- Marlene W.
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They made it easy to update our estate planning needs. All our questions were answered in easy to understand language and we didn't feel overwhelmed.- Rita S.
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he Estate Trust planning was easy to do with the Lovett & House. George H. Lovett and William H. House were very knowledgeable and helpful.- Judith A.