A Very Special Opportunity for Story Based Estate Planning

As a precursor to the reading of this post, please take a minute to read the one posted immediately before this one. You can scroll down or just click on this link:
Earlier postcast

Done that? Okay. Between now and the end of August of this year, we are offering a truly wonderful opportunity to people who recognize now as the time they got serious about doing some meaningful estate planning, or who want to update and upgrade their existing planning.

If you are an interested potential client, we’ll sit together for an hour or more, get acquainted and determine if we mutually want to go forward together. That will be at no cost to you so long as it is done in our office.

The offer will include a recorded interview similar to what you found on the Pod Site. Normally, our retail price for one of those interviews is between $300 and $500. That likewise will be at no cost to you so long as it is a part of the overall estate planning process. In fact, not only will you not have to pay for the recorded interview, you will receive a 10% discount off of the total estate planning fees otherwise payable to this office.

So, the interview is free, and your estate planning fees will be reduced by 10%. This opportunity is good only until the end of August and is being offered primarily to encourage and teach the value of story based estate planning. Experience it firsthand. As an added bonus, you’ll also receive a copy of my book, Your Legacy, Meaningful Estate Planning.

Of course, once the interview is finished, you’ll have a nicely packaged CD which will be yours to copy and distribute to your loved ones as you choose. You’ve heard the saying, “So nice to hear your voice.” What will your children and grand children say when they hear your stories in your own voice long after you’re gone? What would you give to have the stories of your own parents, in their own voice? Everyone is a story waiting to be told (don’t recall who to credit with that, but it isn’t mine).

You can call me or email me or simply comment to this post advising of your interest. I’ll get back with you in short order. You can also link to my website. The link is found on this Blog page. The website allows you to email me.