06/08/2026
15-Minute Legacy & Asset Protection Checkup
DBV Consulting
Protect Your Family. Protect Your Assets. Create Peace of Mind.
Most people don't have an estate plan because they think they have plenty of time. Unfortunately, life doesn't always give us a warning.
In just 15 minutes, we'll help identify potential gaps in your planning and determine whether your family could face unnecessary stress, delays, or expenses if something happened to you.
During Your Complimentary Checkup, We'll Review:
✅ Do you currently have a Will?
✅ Do you currently have a Living Trust?
✅ Who would make financial decisions if you became incapacitated?
✅ Who would make healthcare decisions if you could not speak for yourself?
✅ Are your assets titled correctly to avoid probate?
✅ Have you named beneficiaries on all accounts?
✅ Do you own a home, rental property, or business?
✅ Are your children, grandchildren, or loved ones protected?
✅ Have there been major life changes since your documents were created?
Marriage or divorce
Birth of children or grandchildren
New property purchases
Business ownership
Retirement
You May Need Estate Planning If You:
✔ Own a home
✔ Own rental property
✔ Own a business or LLC
✔ Have children or grandchildren
✔ Want to avoid probate
✔ Want to keep family matters private
✔ Want to make decisions now instead of leaving them to the courts
What Happens Next?
After your Legacy Checkup, you'll receive a simple recommendation outlining whether you may benefit from:
Revocable Living Trust
Last Will & Testament
Financial Power of Attorney
Healthcare Power of Attorney
Advance Healthcare Directive
Asset Protection Strategies
Business Succession Planning
No Pressure. No Obligation.
Our goal is simple:
To help you understand your options so your family is protected and your wishes are honored.
Schedule Your Complimentary 15-Minute Legacy & Asset Protection Checkup Today
Susan Harris
DBV Consulting
📞 [702-574-7549]
📧 [Suzie@DBVConsult..com]
The best time to create a plan was yesterday. The second-best time is today."