
WHY ESTATE PLANNING MATTERS FOR EVERYONE
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What Is The Legacy Lockbox™? The Legacy Lockbox is your all-in-one estate planning toolkit, designed for everyday people who want to protect what matters most without incurring thousands of dollars in legal fees. Whether you’re a parent, caregiver, entrepreneur, or simply future-focused, this guide gives you everything you need to build a legally sound legacy plan you can complete from home. What You’ll Get: ✔️ Step-by-Step Instructions to Create a Will & Revocable Living Trust ✔️ Fillable Legal Templates You Can Use Right Away ✔️ Asset Organizer + Beneficiary Worksheet ✔️ Guidance on Guardianship, Medical Directives & Final Wishes ✔️ Bonus: Spiritual + Legacy Letter Templates for Loved Ones ✔️ Option to License This for Your Clients or Business Who It’s For: ✔️ Parents who want guardianship & trust protection ✔️ Adult children managing their parents’ affairs ✔️ Entrepreneurs planning for business succession ✔️ Professionals ready to offer estate tools to their clients ✔️ Anyone who wants legal protection without paying $3,000+ in legal fees
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