Estate Planning Check Up

Invest in your legacy. Protect yourself and your loved ones. Get an annual checkup. Be proactive about your estate health.


We worked together to create your estate plan, now let’s make sure it will still reflects the legacy you want to leave to your loved ones. 

Your life has changed, and events and law changes can disrupt your best laid plans.  Let’s discuss what’s been going on in your life over the last several years.  Be proactive about your estate health. 

Connect with me by filling in the contact sheet below and get a free 30-minute consultation. Or call our office to set up your appointment at 571.203.9355. 

I look forward to catching up with you soon. 

- Wayne

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571.203.9355 | 571.410.3500