Secure Your Family's Legacy with Clarity

PERSONAL GUIDANCE

A human-guided process that helps you understand the information and choices involved in preparing your estate documents.

COMPREHENSIVE PLANNING

Bring your trust, will, powers of attorney, healthcare documents, assets and business interests together in one coordinated process.

CLEAR PROCESS

Know what information is needed, what documents are being prepared and what steps remain before your plan is complete.

Comprehensive Protection

Essential Estate Planning Documents

Build a coordinated estate plan around your family, assets, property, healthcare wishes and business interests.

Revocable Living Trust

Pour-Over Will

Financial Power of Attorney

Create a framework for managing your assets during your lifetime and directing their distribution according to your wishes.

Coordinate assets that may remain outside your trust and address important estate and guardianship considerations.

Designate trusted individuals to manage financial matters if you are unable to act for yourself.

Advance Healthcare Directive

Trust Funding & Asset Schedule

Business & LLC Interests

Document healthcare preferences and designate the people you trust to make healthcare decisions when necessary.

Identify property, financial accounts and other assets intended to be associated with your trust and organize the supporting documentation.

Address ownership interests in LLCs, corporations and other closely held businesses as part of the estate-planning process.

Simple Steps

Your Path to Peace of Mind

Tell Us About Your Family & Assets

Review Your Planning Choices

Prepare Your Estate Documents

Review, Sign & Complete

Complete a guided intake covering your family, property, financial accounts, business interests and estate-planning goals.

Receive personal guidance through the document-preparation process and clarify the information needed for your plan.

Your selected estate-planning documents are prepared based on the information and choices you provide.

Review your documents and receive clear instructions regarding signing, witnessing, notarization and next steps.

Start with a conversation. We’ll help you understand the document-preparation process and the information you’ll need to move forward.