Thank you for your interest in our Why Worksheet!

You know its super important stuff and you want to make smart decisions. Maybe you’ve just procrastinated. Or maybe estate planning has always seemed like it was for other people. And, well, your family is 'different.'

We’re glad to be part of your team.

We believe there are three phases to planning:

1) Discovery & Design

2) Execution & Implementation

3) Plan Preservation

Now that you’ve taken the first step, our goal is to help you stay in motion, finally get your planning done, and hopefully have a little fun along the way. This worksheet is the first step in that process. This will help you get focused on exactly why you’re planning and will be a great reminder if you ever find yourself stalled in the process.