Have you been putting off estate planning forfar too long?
Are you embarrassed to admit you don't have a will?
Feeling guilty that you haven't taken care of this for your family?
Worried you're unprepared for a medical crisis?
If so, you are not alone. In fact you are like most Americans! More than 50% of Americans do not have an estate plan. Unfortunately, many of us WANT to create a will, but only remember about it when we are about to take a vacation, board an airplane or go into surgery.
Don't let this be you any longer.
I am here to help make the process SIMPLE & AFFORDABLE so you can FINALLY check it off your to-do list and breathe easy knowing your family is safe and protected for the future.
If so, you are not alone. In fact you are like most Americans! More than 50% of Americans do not have an estate plan. Unfortunately, many of us WANT to create a will, but only remember about it when we are about to take a vacation, board an airplane or go into surgery.
Don't let this be you any longer.
I am here to help make the process SIMPLE & AFFORDABLE so you can FINALLY check it off your to-do list and breathe easy knowing your family is safe and protected for the future.
Have you been putting off estate planning for far too long?
Are you embarrassed to admit you don't have a will?
Feeling guilty that you haven't taken care of this for your family?
Worried you're unprepared for a medical crisis?
If so, you are not alone. In fact you are like most Americans! More than 50% of Americans do not have an estate plan. Unfortunately, many of us WANT to create a will, but only remember about it when we are about to take a vacation, board an airplane or go into surgery. Don't let this be you any longer.
I am here to help make the process SIMPLE & AFFORDABLE so you can FINALLY check it off your to-do list and breathe easy knowing your family is safe and protected for the future.
THE SATISFACTION OF CHECKING THAT WILL/ESTATE PLAN OFF THE TO-DO LIST.
THE FEELING OF RELIEF THAT YOU FINALLY HAVE AN ESTATE PLAN IN PLACE.
THE COMFORT KNOWING YOU AND YOUR FAMILY ARE PROTECTED AGAINST THE UNEXPECTED.
THE SATISFACTION OF CHECKING THAT WILL/ESTATE PLAN OFF THE TO-DO LIST.
THE FEELING OF RELIEF THAT YOU FINALLY HAVE AN ESTATE PLAN IN PLACE.
THE COMFORT KNOWING YOU AND YOUR FAMILY ARE PROTECTED AGAINST THE UNEXPECTED.
THE SATISFACTION OF CHECKING THAT WILL/ESTATE PLAN OFF THE TO-DO LIST.
THE FEELING OF RELIEF THAT YOU FINALLY HAVE AN ESTATE PLAN IN PLACE.
THE COMFORT KNOWING YOU AND YOUR FAMILY ARE PROTECTED AGAINST THE UNEXPECTED.
Start With An Estate Plan, Not a Heart Attack
It took my husband Mike's heart attack to compel us to create an estate plan. Thankfully, he is doing well now, but I don't want people to make the same mistake Mike and I made. That's why I have dedicated myself to making the "un-fun" task of estate planning easy.
It took my husband Mike's heart attack to compel us to create an estate plan. Thankfully, he is doing well now, but I don't want people to make the same mistake Mike and I made. That's why I have dedicated myself to making the "un-fun" task of estate planning easy.
It took my husband Mike's heart attack to compel us to create an estate plan. Thankfully, he is doing well now, but I don't want people to make the same mistake Mike and I made. That's why I have dedicated myself to making the "un-fun" task of estate planning easy.
"Setting up our living trust process was a breeze as Terry walked us thru each step... She also followed up with us after setting up the trust... Having the trust in place has definitely given us peace of mind.
Ed Kantor
"Terry - you've made this "not so fun" topic fun."
Margaret Murphy
"Theresa Clancy is professional, knowledgeable and very easy to work with. This is an incredibly important set of tasks to complete for anyone with a family or business - but often falls to the bottom of your list because it feels daunting.
Theresa provides you with a clear set of guidelines on what your options are, how to make the best decision for your situation and moves the process along in a timely manner."
Beth Swanson
Kind Words From Clients...
"Setting up our living trust process was a breeze as Terry walked us thru each step... She also followed up with us after setting up the trust... Having the trust in place has definitely given us peace of mind.
Ed Kantor
"Terry - you've made this "not so fun" topic fun."
Margaret Murphy
"Theresa Clancy is professional, knowledgeable and very easy to work with. This is an incredibly important set of tasks to complete for anyone with a family or business - but often falls to the bottom of your list because it feels daunting.
Theresa provides you with a clear set of guidelines on what your options are, how to make the best decision for your situation and moves the process along in a timely manner."
Beth Swanson
Kind Words From Clients...
"Setting up our living trust process was a breeze as Terry walked us thru each step... She also followed up with us after setting up the trust... Having the trust in place has definitely given us peace of mind.
Ed Kantor
"Terry - you've made this "not so fun" topic fun."
Margaret Murphy
"Theresa Clancy is professional, knowledgeable and very easy to work with. This is an incredibly important set of tasks to complete for anyone with a family or business - but often falls to the bottom of your list because it feels daunting.
Theresa provides you with a clear set of guidelines on what your options are, how to make the best decision for your situation and moves the process along in a timely manner."
Beth Swanson
THE ESTATE PLANNING PROCESS
LET'S MAKE THISSimple...
I know that you want to be prepared - that's why creating a will and estate plan
has been on your to-do list.
The problem is that life often gets in the way. (Plus, frankly, the idea of creating an estate plan is...well - not fun.) I get it. That's how I felt a few years ago.
Won't it feel good having a completed will/estate plan and checking it off the to-do list once and for all? Let me help! I make creating a will and an estate plan easy and efficient with effective results.
Here's how it works:
THE ESTATE PLANNING PROCESS
LET'S MAKE THISSimple...
I know that you want to be prepared - that's why creating a will and estate plan has been on your to-do list.
The problem is that life often gets in the way. (Plus, frankly, the idea of creating an estate plan is...well - not fun.)
I get it. That's how I felt a few years ago.
Won't it feel good having a completed will/estate plan and checking it off the to-do list once and for all? Let me help!
I make creating a will and an estate plan easy and efficient with effective results.
Here's how it works:
THE ESTATE PLANNING PROCESS
LET'S MAKE THIS Simple...
I know that you want to be prepared - that's why creating a will and estate plan has been on your to-do list.
The problem is that life often gets in the way. (Plus, frankly, the idea of creating an estate plan is...well - not fun.)
I get it. That's how I felt a few years ago.
Won't it feel good having a completed will/estate plan and checking it off the to-do list once and for all? Let me help!
I make creating a will and an estate plan easy and efficient with effective results. Here's how it works:
1) SCHEDULE AN INITIAL CALL
We'll discuss your unique situation and goals so I can provide a no-obligation game-plan for your family's needs while demystifying any legal confusion.
2) RECEIVE DOCUMENT DRAFTS
After an initial information-gathering period, I'll draft up your documents and we'll walk thru them together to answer questions and revise as necessary.
Once documents are finalized, we'll schedule a time for you to sign everything and I'll return your organized estate plan to you and answer additional questions.
Congrats! You've protected your family!
1) SCHEDULE AN INITIAL CALL
We'll discuss your unique situation and goals so I can provide a no-obligation game-plan for your family's needs while demystifying any legal confusion.
2) RECEIVE DOCUMENT DRAFTS
After an initial information-gathering period, I'll draft up your documents and we'll walk thru them together to answer questions and revise as necessary.
3) SIGN OFF & BREATHE EASY
Once documents are finalized, we'll schedule a time for you to sign everything and I'll return your organized estate plan to you and answer additional questions.
We'll discuss your unique situation and goals so I can provide a no-obligation game-plan for your family's needs while demystifying any legal confusion.
2) RECEIVE DOCUMENT DRAFTS
After an initial information-gathering period, I'll draft up your documents and we'll walk thru them together to answer questions and revise as necessary.
Once documents are finalized, we'll schedule a time for you to sign everything and I'll return your organized estate plan to you and answer additional questions.
Congrats! You've protected your family!
You'll feel so good, knowing you've protected the ones you love.
You'll feel so good, knowing you've protected the ones you love.
You'll feel so good, knowing you've protected the ones you love.
