The Legacy Flow™
One of The Five Critical Reports™, these two 1-page documents summarize every scenario of an Ideal Client's entire estate plan unfolding (wills, trusts, etc.), powers of attorney and medical powers.
Variants
- Legacy Flow™
- Legacy Flow
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The Legacy Flow™One of The Five Critical Reports™, these two 1-page documents summarize every scenario of an Ideal Client's entire estate plan unfolding (wills, trusts, etc.), powers of attorney and medical powers. Variants
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