Your Design Plan Review with Attorney Joe Seagle is booked.
That appointment is confirmed and on the calendar. One step is required before it can take place: an Activation Call with our paralegal.
Watch your inbox — action required. You will receive an email shortly with a link to book your Activation Call. Please schedule it and accept our calendar invitation for your Design Plan Review. Without the Activation Call completed first, there is no plan to review, and your appointment with Joe will need to be rescheduled.
Your Design Plan Review is set. Here is what comes before it.
Your appointment with Attorney Seagle is already reserved. The Activation Call is the step that makes that meeting productive: it is where we collect the information the attorney needs to design your plan. Completing it promptly protects the date you have booked.
Accept your Design Plan Review invitation
Your meeting with Attorney Joe Seagle is already booked. Accept the calendar invitation so the date, time, and meeting link stay in front of you.
Book your Activation Call — required first
An email is on its way with a scheduling link for a call with our paralegal, who gathers the details needed to build your plan. This must happen before your review with Joe.
Meet with Joe for your Design Plan Review
With your Activation Call complete, Attorney Seagle walks you through the asset protection and estate planning strategies built around your circumstances.
The email coming to your inbox
Within a short time you will receive an email from Aspire Legal Solutions containing the link to schedule your Activation Call with our paralegal, along with the calendar invitation for your already-booked Design Plan Review with Attorney Seagle.
Please accept our invitation and book the Activation Call as soon as you are able. If the message does not appear within a few hours, check your spam or promotions folder and add our address to your contacts.
What to have on hand
Gathering these details before your Activation Call keeps things efficient:
- Current value of each real property you own
- Outstanding mortgage balances on that real estate
- Bank, investment, retirement, and other account balances
- Balances of debts you owe and debts owed to you
- Names of the people you would like to serve as trustees, agents under powers of attorney, healthcare surrogates, personal representatives, and beneficiaries
Why the Activation Call has to come first
Your Design Plan Review is the meeting where Attorney Seagle walks you through the strategies he recommends for your situation. That plan has to exist before the two of you can review it, and the Activation Call is where the raw material comes from.
During the Activation Call, your information is entered into our proprietary intake form and sent to you and the attorney. Please flag anything missing or inaccurate so the plan rests on solid footing. Attorney Seagle then designs one or more asset protection and estate planning strategies tailored to your assets, your liability exposure, and the people you want to protect — and those recommendations are exactly what you will walk through together at your Design Plan Review.
A few resources worth your time
Florida Legal & Real Estate Insights
Stay current on asset protection strategies, estate planning updates, and the laws affecting Florida residents and investors.
Subscribe to Trust This →The Trust This Podcast
Conversations on real estate investing, business, entrepreneurship, asset protection, and practical legal strategy.
Visit Trust This TV →Asset Protection Resources
Guides and practical tools for Florida investors, business owners, and families looking to reduce exposure.
Browse the Resources →Questions before your Activation Call?
The team at Aspire Legal Solutions is glad to help. Thank you for your trust and confidence.
Aspire to a better life.
This page is general information, not legal advice, and does not create an attorney-client relationship. An attorney-client relationship is not formed until a written engagement agreement is signed. Consult an attorney about your specific situation. Aspire Legal Solutions · 1901 W Colonial Drive, Orlando, FL 32804 · PO Box 547934, Orlando, FL 32854-7495