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Estate Planning

Estate Planning

Estate planning today requires more than just a will to protect your needs and wishes in the event of a death or disabling event. From designated beneficiary forms to essential legal documents, The JL Smith Group provides the accountability and coordination with the appropriate legal professionals to help develop and/or keep these items up-to-date and aligned with your financial plan.

As part of the organization process, the JL Smith Group offers an exclusive Family Estate Organizer binder, which serves as a practical resource to organize your financial life for you and your loved ones.

Call (440) 934-9181 or contact us to learn more today!