Hey there!
As you may already know, I offer flat-fee estate planning packages for California families of all shapes and sizes. I'm working on a brand-new way to work with me. I'm looking for a specific type of person to be involved, and you and your family might be a fit.
Mission of project:
• I want to help parents, especially those who don’t come from generational wealth, to start creating it
• I want to take you from “I know I should have a will” to “I’m so grateful my will and estate plan are set up!”
• I want to show parents how to use a revocable living trust to help avoid forcing their kids into the the costly, demanding and emotionally draining probate process
• I want to provide a safe space for you to talk about death as a part of life and show you that planning for it doesn’t have to be morbid or scary
• I want to show parents that whether your kid is 18-months-old or 18-years-old it's never too early or too late to apply the steps of creating a family legacy
• I want to show parents that yes, we are all extremely busy, but there's a way to efficiently do this and this is too important NOT to carve out the time
Here's the criteria to be a part of this project:
• You want a will, trust and other estate planning documents
• You are a person who realizes death planning is an important part of life
• You are willing to consider the “what-ifs” to make sure your estate plan will take care of your family
• You want your kids, nieces, nephews, step-kids, grandkids or others to inherit what you have worked so hard to build
• You are a California resident and property owner
• You want to create and pass on generational wealth and abundance for yourself and your family
If you match this criteria, send me an email (katie@kshanklaw.com) or use the contact form on this website and use the secret code word - ELEPHANT - and I'll send you more info (check your spam and whatnot to make sure you didn't miss my message 😉)
Have a great week,
Katie
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