Our Method
Four Steps to Your Trust
Tell Us About Your Family & Assets
Review Your Planning Choices
Prepare & Review Your Documents
Sign, Complete & Organize
Complete a guided intake covering your family, beneficiaries, property, financial accounts, business interests and estate-planning goals. Personal assistance is available if you have questions about the information being requested.
We’ll review the information you’ve provided, identify missing details and help you understand the choices that need to be reflected in your estate documents.
Your selected estate-planning documents are prepared based on the information and instructions you provide. You’ll have an opportunity to review names, assets, beneficiaries and other important details before completion.
Receive clear instructions regarding signatures, witnesses, notarization and next steps, along with guidance for organizing relevant asset and trust-funding documentation.
What You’ll Want to Have Ready
You don’t need to have everything figured out before getting started. It helps to gather basic information about your family, real estate, financial accounts, life insurance, retirement accounts, business interests and the people you’re considering as trustees, beneficiaries or agents.
PERSONAL SUPPORT
Human Guidance Along the Way
Estate planning involves important information about your family, assets and wishes. Our guided process gives you a human point of contact to help you navigate the document-preparation process, identify missing information and keep your estate-planning documents organized from intake through completion.
Ready to Get Your Estate Plan Organized?
Start with a consultation and tell us what you’re looking to accomplish. We’ll help you understand the document-preparation process and the information you’ll need to move forward.