Thank you for scheduling your Activation Call.
This confirms your call has been booked with Kathy Hardtke, our paralegal, and is an important next step in building your asset protection and estate plan.
You should also receive a separate email containing a calendar invitation for this call. Please accept the appointment and add it to your calendar so it doesn't slip through the cracks.
Kathy Hardtke
Paralegal, Aspire Legal Solutions
What Happens Next
During the Activation Call, Kathy will gather the additional information needed to build out your plan. It will help to have the following details on hand, or a close approximation, along with any documents you haven't already submitted:
- The current value of each real property you own
- The current outstanding balance of any mortgage on that real estate
- Current bank, investment, crypto, and other account balances
- Balances of other debts you owe
- Balances of debts owed to you
- Names and locations of the people or organizations you'd like to serve as your trustees, attorneys in fact under powers of attorney, healthcare surrogates, personal representatives (executors), and heirs or beneficiaries
After the Call
During your call, your information will be entered into our proprietary intake form, and Kathy will send you and the attorney a copy for review. Please let us know soon afterward if anything looks missing or inaccurate.
From there, the attorney will review your information over the next couple of weeks and design one or more asset protection and estate plan strategies tailored to your circumstances.
Accept your calendar invite
Add the appointment to your calendar so the date and Zoom link are always at hand.
Gather your numbers
Property values, loan balances, account balances, and the names of the people you want to serve in each role.
Review your intake summary
Confirm everything is accurate so the attorney can design your strategy on solid footing.
Then: your Strategic Plan Review
You will proceed to your scheduled Strategic Plan Review with Attorney Joe Seagle, where the recommended strategies are walked through in detail.
While You Wait
A few resources worth a look before your call.
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Thank you for your trust and confidence.
Call (844) 973-4043This page is general information, not legal advice, and does not create an attorney-client relationship. Consult an attorney about your specific situation.