Thank you for your interest in Booking a Free 15 Minute Discovery Call with Maxine.

“Most people wait until it’s too late. Don’t be most people”

“The best time to plan was yesterday. The second-best time is now”

Please take a few moments to read this important information

Who This Call Is For

This discovery call is designed for people who:

  • Understand that estate planning is not optional

  • Have assets to protect no matter how big or small

  • Are independent thinkers who value privacy and lawful self- governance

  • Are tired of delaying and want a clear path forward before any crisis occurs

  • Are open to using a trust-based solution for protection and control

If this describes you, I suggest you Book your Free 15 Minute Discovery call at the bottom of this page.

Who This Call Is Not For

Please hold off booking a discovery call if you:

  • Are just browsing and not ready to act

  • Are waiting for a crisis to force your hand

  • Are looking for legal advice. Maxine is not an attorney and does not give legal advice.

  • Are not willing to take responsibility for all your decisions.

  • Ask permission from authority figures for your every move

If this describes you, I encourage you listen to the podcast, download the free resource, and book a call when you’re ready to move.

If you are still not sure if you should book a call or not then….

Take the Quick Self-Qualification Quiz!

Answer honestly:

1. I have assets, property, or a business that would affect my family if something happened to me.

2. I am willing to take responsibility for protecting my family and wealth.

3. I am ready to make decisions in the next 30–90 days, not “someday.”

4. I understand that I am not looking for legal advice, but for education and a trust-based solution.

5. I am open to investing in a proper plan if it makes sense for my situation.

*If 4 or more of these sound like you, scroll down to book your Free 15 Minute Discovery call below.”

*If you answered “no” to several, please start with listening to the podcast and enjoying the Free resource first. These can be found on Maxine’s Linktree page

Lastly, here are some Questions to Ponder, that can further help you decide

Before You Book, Ask Yourself:

- If something happened to you tonight, would your family know exactly what to do?

- Are you comfortable leaving your family to figure out probate, and decisions on their own?

- Are you willing to wait until a crisis forces you to plan—when options are limited and stress is high?

- Do you want a plan that protects your family and wealth for generations?

If these questions make you really uncomfortable, that’s a sign you’re ready to talk.

What Happens in the Free 15 Minute Discovery Call?

In this call we will:

- Clarify your current situation and what you want to protect

- Explain whether a trust-based plan makes sense for you

- Outline next steps if you choose to move forward

This is Not:

- A legal advice session. Maxine is not an attorney and does not give legal advice.

- A full estate plan design

- A place to “just chat” with no intention to act

Thank you.

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This content is for educational purposes only and should not be considered legal advice.

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