Request a Free 5-Minute Phone Appointment
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 (937-667-8805) 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 ©