Protect What Matters: Where Do You Stand?
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Format: (000) 000-0000.
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example@example.com
What state do you live in?
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Which option best describes you right now?
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I already have a Living Trust
I have a Will, but no Living Trust
I don't have a Will or Living Trust
I want to see my own life insurance coverage options
I'd rather READ the information instead of watching a video
UPLOAD ANY WILL OR LIVING TRUST INFORMATION (OPTIONAL)
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Your Living Trust setup may be available at NO COST through our firm. I recommend getting an attorney review which is approximately $40-60 depending on your state. Creating your Living Trust is ONLY the 1st step. The goal is to make sure you understand the next steps for completing and FUNDING your trust along with it getting properly notarized by a local notary.
Do you own a home or other real estate?
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Do you have a bank account?
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Yes
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Do you have life insurance?
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Yes
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Do you have a retirement or investment account?
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Yes
No
Do you have children or other people you want to protect?
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Yes
No
Disclosure: I am an Independent Life Insurance Agent and am not an attorney or law firm. I do not provide legal advice or independently prepare legal documents. Living Trust services are provided through a third-party platform/service, with attorney review available where applicable. Insurance products and availability vary by state. Information provided through this form is for educational and service-request purposes.
I understand the disclosure above and would like to receive the information I requested.
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