You've Taken the First Step Toward a Secure Future...

150 clients will work with me this year in my estate plan Creation Program.
I invite you to be one of them!

Submit your information and schedule a meeting!​

Greetings from Jerry:

Congratulations on taking the first step! You're about to discover how to efficiently pass on your legacy with a comprehensive plan custom tailored to your wishes and needs.

It’s natural to have questions about whether this is the right move for you. Many who are now successfully managing their estates felt the same. We will discuss all of your questions and concerns in the call with me.

To start, please watch the video above and complete the form. You are now taking the necessary steps to give yourself peace of mind and provide security to your family and loved ones. 

Provide Your Information Below…

I'm eager to learn more about efficiently securing my estate, and I’m interested in booking a $197, 1-1.5 hour conference with Jerry to discuss the creation of a customized estate plan.

What is your primary goal for creating a plan with Jerry?

What is the biggest challenge you foresee in the distribution of your estate?

If applicable, please share any existing estate plans:

By submitting this form, you acknowledge that you are committed to the time and resources required to create a tailored, finely-tuned estate plan. How would you describe your current commitment level?

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