Is your estate plan up-to-date?
Take our free 3-minute Legacy CheckSM and find out.

Protecting your loved ones and leaving a lasting legacy takes an up-to-date estate plan.
Our Legacy CheckSM will help you consider whether your existing plan
remains aligned with your current circumstances and wishes.
Click below and let us guide your way.

Your February 23, 2024 Legacy CheckSM Results

The summary below is based on your responses.

You have indicated the following change(s) in circumstances that may warrant a review of your estate plan:

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Thank you for taking Legacy CheckSM.
Please contact us at (704) 887-4944 or if you wish to discuss.

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Disclaimer: Our firm provides Legacy CheckSM for general guidance and educational purposes only. Information found herein may not reflect the most current legal developments. Contact a licensed attorney in your state for specific and up-to-date legal advice.

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