Partner Perk

Partner Perk

A little extra for my folks, through my partnership with Addio.

Book a Legacy Review — get 25% off your estate plan documents.

I've partnered with Addio to give my clients 25% off their estate planning documents. The right coverage protects the money; Addio organizes everything around it — your will, your wishes, who gets what.

Claim 25% off with Addio

Addio is a third-party service, not affiliated with Big Hat Legacy. I receive no compensation — this is just a perk for my folks. The 25% comes off automatically when you use my link.

Want help putting a plan into action?

A lesson is a start. A plan is what happens when you and Bob put it to work for your family.

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Talk with Bob Carrier rates may apply.