Estate plan audit services description - review your will, trust, probate, power of attorney or other estate planning documents with Jill. Get help finding a will or trust attorney.
Flowchart titled 'The Estate Plan Audit Process' with five steps: 1. Schedule a 15-minute consultation, 2. Upload documents for audit via secure link, 3. Receive Scope of Services and Quote, 4. Complete payment, sign contract, schedule session, 5. Attend Estate Plan Audit Session with Jill.