Welcome to Values-Based Estate Planning. So you’ve watched our videos, you know what values-based estate planning is, and you’re ready to begin. Congratulations. That’s great because getting started is simple. There are two ways to start. Go to our website or give us a call. Either way, we will walk you through the process step by step. You will start with identifying your values and your assets. We even have a legacy planner toolkit that will help you identify legacy assets in your estate, those special personal items that you will want to make sure end up in the right hands. After we have all of your information, we will turn your legacy information assets and beneficiary list into a customized estate plan for you. Estate planning isn’t hard when you know what your values are. This is values-based estate planning, smart estate planning from the heart. Call us today.