Hello %%First Name%%,

 

In our continuing efforts to prepare you for retirement and a well-considered estate plan, we are sharing a fascinating tool with our clients. 

 

The Willing Wisdom Index is a proprietary software tool that helps individuals make important estate planning decisions prior to meeting with their lawyer. The major benefit includes lower legal fees and more complete estate planning documents

 

Our firm’s goal is to ensure that all of our clients complete this short 9-minute checklist.

 

I know you’ll enjoy this entertaining and educational resource.

To receive your own personal estate planning checklist, simply click on this link:

 

CLICK HERE for Willing Wisdom Checklist

 

 

Sincerely,

 

Your Trusted Financial Advisor

Cerullo Financial Services


P.S. Have you taken the Ultimate Estate Planning Checklist already? Please pass this email onto a friend or family member.

Cerullo Financial Services
420 Weber St N
Waterloo ON  N2L 4E7

Ph:(519) 725-8311



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