Legacy Program Members Only ACCESS YOUR SECURE CLIENT PORTAL (THROUGH ACTIONSTEP) LEGACY PROGRAM UPDATED TERMS AND CONDITIONS FEB 2025 SCHEDULE CALL WITH LORIE SALCEDO, CLIENT COORDINATOR, FOR LOGISTICAL QUESTIONS SCHEDULE CALL WITH MICHELLE SAYE, ASSET ALIGNMENT PARALEGAL, TO DISCUSS ASSETS SCHEDULE CALL WITH MELISSA JENKS, ESTATE PLANNING PARALEGAL, TO DISCUSS BASIC ESTATE PLANNING QUESTIONS SCHEDULE CALL WITH CURTIS KAISER, ATTORNEY
