YOUR ESTATE EXPOSURE REPORT

Find Out Where Your Estate Plan Stands

Answer a few quick questions. Shawn will review your results and walk you through exactly what they mean on a free 15-minute call.

Takes about 5 minutes

A few questions about your client's property, family, and existing plans. No legal knowledge required.

Results are specific to this client

Based on the answers -- not a generic checklist. You will see exactly where the gaps are and what they mean.

The next step is free

After the assessment, the client can book a free 15-minute call with Shawn to find out what they need and whether it makes sense to act now.

THE ASSESSMENT

Let’s look at your client’s situation

There are no right or wrong answers. If you are not sure about something, select “Not sure” — Shawn will cover it on the call.

Questions before you start? Call or text Shawn at 770-710-3422.