Estate Planning: The 9-Step Path To Securing Your Legacy

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00:00 Nine Steps To Putting Your Estate In Order
6:57 Request And Schedule Estate Planning Design Meeting
26:28 Establishing And Populating Your Secure Estate Portal
30:44 Your Zoom Estate Planning Design Meeting
40:41 Attorneys Customize Estate Planning Legal Documents
44:44 Zoom Review With Attorney Participation
51:30 Sign Documents And Make Your Estate Plan Official
53:00 Upload Wet Signature Documents To Your Secure Estate Portal
57:04 Join The Impactful Inheritance Community
1:00:09 Communicate With Participants
1:02:49 Chat and Q&A

Тэги:

#estate_planning #paul_rabalais #steps_to_estate_planning #estate_planning_steps #living_trust_steps #sample_living_trust #how_to_create_an_estate_plan #estate_plan_lawyer #estate_planning_attorney #aepl #america's_estate_planning_lawyers #rabalais_estate_attorney

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