Estate Planning Process

We strive to make Estate Planning convenient and tailored to your needs.

That’s why we offer two options to prepare your estate plan.

Option 1:

Start Online With the Estate Plan Questionnaire

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Find your personalized estate plan with our 2 minute expert-designed questionnaire.

Enjoy a $100 discount when you retain us through this path

Estate Plan Questionnaire

Step 1: Complete the Estate Plan Questionnaire

Answer a few quick questions to help us recommend the estate plan that best fits your needs.

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Step 2: Review the Engagement Letter

Once you see your recommended plan, you’ll find a link to our engagement letter. Review it carefully and keep a copy for your records.

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Step 3: Make Your Payment

At the bottom of the engagement letter, click the link to our secure payment portal to finalize your selection.

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Step 4: Complete and Return Your Intake Sheets

After payment, you’ll receive intake sheets via email. Fill them out to the best of your ability. If you have any questions, we’re always happy to help.

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Step 5: Wait While We Draft Your Documents

Our team will draft your estate planning documents based on your information. We’ll reach out if we need any clarification or additional details.

Step 6: Review and Sign

When your documents are ready, we’ll set up a time for you to come to our office. Together, we’ll review everything, sign, and notarize your plan.

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Completed

Your estate plan is complete! You can feel confident that your loved ones are protected. If life changes, just let us know — we’ll help you update your plan to reflect your new circumstances.

Option 2:

Start by Booking a Meeting with one of our experts

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If you would rather walk through the questionnaire with one of our experts:

Click the following link to schedule a 15-minute consultation.

Schedule a Meeting

Step 1: Book a Meeting with One of Our Experts

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

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Step 2: Sign the Representation Agreement

After your consultation, we’ll send you a representation agreement through our secure legal platform. Review and e-sign it at your convenience.

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