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Tell us about your needs and how we can best support you and your family.

How much guidance would you like in the process of creating an estate plan?

I need a lot of help creating the best plan for my family.
I don't need hand-holding — I'm just looking to cover the basics and follow a checklist.

How elaborate are your needs?

I'm looking for something basic.
I'm looking for a thorough, customized plan

What are you wanting in regard to cost of service and value?

I'm interested in the least expensive option, even if it costs my family more money later on.
Value and quality are more important. I want to make this as easy as possible for my family.

How comfortable are you in working with legal documents?

I feel I have a good understanding of the technical language.
I prefer to hire experts to help me understand the technicalities of legal documents.

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