Free Estate Health Check

Find out where your plan may need attention, in less than 5 minutes.

Book Your Free Estate Health Check

Get clarity on three important questions

Where might your plan have gaps?

Identify the areas of your current estate plan that may need attention before they become problems.

What could happen to your home and accounts?

Understand what happens to your assets if nothing changes, and who decides what happens.

What should you do next?

Walk away with clear, practical next steps to put your wishes in place.

One client was about to keep a successor trustee he had fired a year earlier. The Health Check caught it.

Who you will talk to

Meet Steve Gibbs, JD, AEP®

Steve helps families understand their estate planning options and identify practical next steps. With over two decades of estate planning experience, he created this free Health Check to give you a clear, no-pressure starting point, whether your plan is already in place or you haven’t started yet.

No cost and no obligation
Takes less than 5 minutes
Personal follow-up from Steve

Ready to find your gaps?

Book your free Health Check now. It only takes a few minutes.

Book Your Free Estate Health Check