Update your Estate Plan!
Legacy Audit is a comprehensive review of your estate plan, designed to evaluate your current documents and planning strategies based on changes in the law and your life. Make sure the plan you designed will properly function the future.
The program includes:
- Personal review meeting with an attorney to discuss changes in your life and planning needs
- Comprehensive review of your current documents and planning strategies
- Recommendations for changes needed based on the law and your life
A $600 value, Legacy Audit is only $395. In addition, required and requested changes to your plan will be completed at a discount from our normal hourly rates.
You must act now, as this is a limited time offer! To sign up for this program, call our offices at 719-444-0300 or email Jessica@goldberglawcenter.com to get started.