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2 WHAT HAPPENS WHEN YOU SAY YES TO BASCOM LAW Bascom Law bascomlaw.com%u2022 Special Considerations: Do you have special considerations regarding your business or a loved one or dependent that will require special attention? It%u2019s vital we understand these nuances.%u2022 Charitable Interests: Are there any charities or nonprofits that matter greatly to you? If so, we%u2019ll make sure your plan reflects your philanthropic goals.%u2022 Decision-Making Authority: If you%u2019re no longer able to make decisions, who would you trust to act on your behalf? Identifying this trusted person is a key part of your estate plan.3. Customized Plan Proposal: Based on your answers, we will suggest a specific plan tailored to meet your unique goals. Our recommendations will focus on delivering the results you want, ensuring your assets are protected and your loved ones are cared for according to your wishes.4. Moving Forward Together: Once we decide to move forward, we customize the specifics of your plan. This includes setting times and dates for any required meetings to complete all necessary paperwork. We%u2019ll provide specific dates for the meetings you need. Plus, you receive our complete, no-questionsasked, 100% Satisfaction Guarantee.Turning Your Plan into RealityNext, we turn your plan into reality with clearly defined milestones and checkpoints every step of the way. This includes:Key Meetings to Build Your PlanMeeting #1: Introduction and Expectations Meeting%u2122%u2022 This is a phone call with a non-attorney intake specialist.%u2022 The purpose is to get to know each other to see if we%u2019re a good fit and to set expectations.What We Can Expect of Each Other: Honesty, courtesy, and candor.