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Our Process
Estate Planning Made Easy - We Come to You!
1
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2
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3
Call or Email MotorWills to Schedule an Introductory Call
4
Complete a New Client Intake Form
5
Estate Planning Call to Discuss Goals and Outline Specific Bequest(s)
6
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Drafting of Your Estate Plan Document(s)
Electronic Copy Sent for Your Review and Approval
Schedule Date for In-person Delivery by Notary Public for Execution
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