Thank You for Choosing the Freedom Plan!
We appreciate your decision to entrust your estate planning to us. Your journey towards a secure future has just begun, and we are excited to walk with you every step of the way. You are not alone in this process – our dedicated Freedom Trust Services Advisors are here to ensure a smooth, convenient, and comprehensive estate planning experience.
What's Next?
Watch your email for your Personalized Plan Overview document. It will looks something like the example shown, but have specific details based on the choices you made while completing the Plan documents.
Then, to help us get started on your unique Freedom Plan, we encourage you to schedule your initial meeting with one of our Freedom Trust Services Advisors.
This personalized session is a critical first step in our process, offering you the opportunity to discuss your goals, ask any questions you may have, and learn about the different options available to you.
Next Step: Scheduling Your Session
After you complete your Freedom Plan documents, a member of our expert Assessment Team will reach out to you directly to coordinate your personalized planning session. They’ll help you find a convenient time, explain what to expect during the meeting, and ensure you have everything you need to make the most of your Freedom Plan experience.
Remember, you can still make changes anytime!
Do you have any specific asset allocations? Who gets your stuff?
Are the people you chose for your healthcare and financial powers of attorney the right ones?
Are there any specific concerns you have about the process?
Gathering your thoughts on these topics will allow us to provide you with the most effective and personalized advice.
Your Journey Towards Freedom
Remember, the Freedom Plan is more than just a one-time transaction. It’s an ongoing relationship aimed at keeping your estate plan up-to-date with your life’s changes. With us, you get living documents that you can amend when your circumstances change, offering you true freedom and peace of mind.
We look forward to meeting you and getting started on your Freedom Plan. If you have any questions before your meeting, don’t hesitate to reach out to us by email at: admin@heartlandlawfirm.com
Thank you once again for choosing the Freedom Plan. Your journey towards a secure and understandable estate plan starts here!
