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The Willing Wisdom Index™ is a powerful tool that helps families and individuals make estate planning decisions prior to completing an estate plan with advisors. The Willing Wisdom Index is a tool that will help you create and achieve an estate plan that aligns with your final wishes.

By completing the Willing Wisdom Index™, you will receive a confidential detailed checklist that can:

  • Guide you to create an in-depth estate plan.
  • Provide valuable information to prepare prior to meeting with your estate advisors