Broker Check
Wills and trusts - special price for our clients

Wills and trusts - special price for our clients

| October 07, 2020

During this "stay at home" season our clients have been reaching out to us wanting to get their financial house in order.  Check those lingering financial matters off your list.  What should be at the top of your list is getting your affairs in order with a will, trust, and other "estate planning" documents. 

For the remainder of the month, our strategic partner, estate planning attorneys Wagner and Kwasman, will provide a full estate planning package* for a price of $1495.  We believe that though you will pay $1495 you will get much more in value due to our relationship with their firm, service, and ability to coordinate putting your plan in action.

To receive the special pricing you must sign up and make payment by the end of the month.  Contact Adam Kwasman at (602) 698-8900 or and indicate you were referred by the advisors at Lincoln Investment. 

*Documents provided with this offer:

  • Will
  • Living Will
  • Health Care Directives
  • General and Durable Power of Attorney
  • Trust (revocable)
  • Trust Certificate with Funding Instructions 

Legal services are not offered through, or supervised by, The Lincoln Investment Companies and Wagner and Kwasman are independent and not affiliated with the Lincoln Investment Companies.