Wouldn’t it be cheaper to buy software that allows me to prepare my own living trust?

The fact that over 90% (estimated) of plans fail when a family needs them the most to work, I would say that the greatest chance of failure is diminished by calling your trusted advisor.

Many times, the software is complicated or too broad in its application to give you the confidence you absolutely must have when it comes to protecting the transition of your wealth and assets.

You can learn a lot from using the software… but then, call me.  I’ll help you navigate the “tough stuff” so that there is no question that your plans will work in the way that you want them to and help you family avoid costly litigation that using a software could lead to if you didn’t answer the questions properly.

Leave a Reply