We make estate planning simple and convenient with two planning options.

Estate Planning Process

Option 1:

Start Online With an Estate Plan Questionnaire

Person wearing a tan sweater sitting at a wooden desk working on a silver laptop.

Find your personalized estate plan with our simple online questionnaire. Easy, efficient, and done on your time.

Estate Plan Questionnaire

Step 1: Choose Your Estate Plan

Complete a short questionnaire to see which estate plan we recommend. Then choose your plan and complete a simple intake form.

Step 2: Representation Agreement

We’ll send you a representation agreement through our secure legal platform for electronic signature..

Step 3: We Draft Your Documents

Our team prepares your estate planning documents based on the information you provided. We’ll contact you if we need anything else.

Step 4: Review & Sign

Once your documents are ready, we’ll schedule a meeting to review, sign, and notarize your estate plan.

Step 5: Make Your Payment

Payment is due at your signing appointment after your documents have been reviewed and signed.

Completed

Your estate plan is complete!

You can feel confident that your loved ones are protected.

Option 2:

Start by Meeting with one of our experts

Two women having a conversation at a conference table in a modern office, one with glasses and black hair, the other with long black hair and a dark blazer, with a laptop and notepad on the table.

If you would rather talk through your options with our team, schedule a complimentary meeting with an expert.

Schedule a Meeting

Step 1: Meet with One of Our Experts

Meet with one of our estate planning professionals to determine which package best suits your situation.

Step 2: Representation Agreement

We’ll send you a representation agreement through our secure legal platform for electronic signature..

Step 3: We Draft Your Documents

Our team prepares your estate planning documents based on the information you provided. We’ll contact you if we need anything else.

Step 4: Review & Sign

Once your documents are ready, we’ll schedule a meeting to review, sign, and notarize your estate plan.

Step 5: Make Your Payment

Payment is due at your signing appointment after your documents have been reviewed and signed.

Completed

Your estate plan is complete!

You can feel confident that your loved ones are protected.

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!