Thank you for your payment of $500! You’re now on your way to establishing a comprehensive, customized estate plan designed to protect and provide for your loved ones.
 

Please note that you have agreed to complete this process in six months.
 

Next Step: Schedule Your First Meeting
To begin, please book your first data-gathering session with the SFC Estate Coach. During this session, we’ll gather essential details to personalize your plan and discuss your goals. Simply click the link below to select a convenient time on our calendar:

 

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In this first meeting, we’ll cover:

• Key decisions regarding guardianship, asset management, and gift planning

• Steps to finalize your choices in legally binding documents, such as a Living Will, Revocable Living Trust, and more
   

You will receive a confirmation email with all of the above information, including transaction details, as well. If you have any questions, please do not hesitate to contact us.
 

We look forward to working with you to create a plan that gives you peace of mind for the future!
 

Warm regards,

Andy Locke
Director of Mission Advancement
alocke@lwlhs.com