ESTATE PLANS. DESIGNED FOR YOU.
Process
Estate planning can feel daunting, but we believe that protecting your family shouldn’t feel like a chore. We’ve streamlined the estate planning process to make the experience as painless as possible. The process is simple, convenient, and timely.
<<< Just follow these 5 simple steps below to protect your family and loved ones >>>
Contact us
Contact us to schedule your introductory phone conversation. We’ll explain our process and get you started. There’s no preparation necessary!
Estate planning guide
Complete your online Client Estate Planning Guide. We’ll walk you through everything you need to do one question at a time. We’re here to ensure that you provide the right information so we can design an Estate Plan to meet your needs. Most people complete everything in about 20 minutes.
Consultation
After you have completed your Client Estate Planning Guide, we will get to work identifying the estate planning solutions right for you. We will schedule a time to discuss your estate plan with you, explain your options, and answer any questions you may have. If you are ready to move forward, we will get to work preparing your documents. You will have the opportunity to take time to review these documents before signing. As always, we will be there every step of the way to answer questions.
Sign and Notarize
After we have prepared your documents, and you have reviewed them, we will then contact you to schedule a time and place convenient for you to sign your estate plan documents. We will be there to answer any questions and to ensure the process is flawless.
Relax!
Congratulate yourself for giving yourself and your loved ones the gift of an organized estate. Enjoy the security and relief that brings.
ESTATE PLANS. DESIGNED FOR YOU.
That’s it, you now have an estate plan to protect and care for your loved ones!
CONGRATULATIONS.
Estate Planning 101
A free resource for your family. We will send you the basics of estate planning. This guide covers everything from FAQs to mundane legal and tax implications. Enjoy for free!
