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

Developing and maintaining an up-to-date estate plan protects your loved ones, well-being,
and legacy from surprises.  Our Legacy CheckSM can help you better prepare for life’s twists
and turns. Click below and let us guide you along your path.


Your April 5, 2020 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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