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WILLS & TRUSTS
Our 3-Step Process ...
Makes Getting Started Easy
We have simplified the estate planning process to make it easy for busy families and business owners to take care of this important work.
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Getting started is all handled online. No lengthly intake forms. We strategize to personally design a plan to meet your specific needs. Your drafts are easy to read and include personalized explanation video. Final documents can be signed and notarized at your home or in the office.
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3 Ways to Get Started
Attend Webinar - Pre recorded or live Event
01.
COMING SOON, you can:
Watch our on-demand webinar or attend a live webinar. During our webinar You will learn about your options, our process and our flat prices. During our live events you are able to ask questions. However, our on demand version will include frequently asked questions.
​When you are ready to move forward, we will provide you with an engagement letter and invoice.
Schedule a Peace of Mind Planning Session
02.
We will answer your questions and listen to your goals, concerns, and objectives. We will outline your options, including the differences between a Will and a Trust so you can make well-informed decision. We will review our process and unique flat fee pricing.
If we decided to work together, we will discuss next steps.
Draft Your Estate Plan
03.
Are You Ready to Get Started? If you know exactly what life planning documents you want to create, designing your plan is the next step!
Together we will design your will, trust, and power of attorney documents.
After this session, we will draft your documents and send a copy for your review along with a video overview of your documents before signing.
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Benefits of a Revocable Trust
SCHEDULE YOUR
PEACE OF MIND PLANNING SESSION
During our 60 minute Online Meeting, we will discuss:
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We will answer your questions and listen to your goals, concerns, and objectives.
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We will outline your options, including the differences between a Will and a Trust so you can make well-informed decisions that are best for your family and or your business.
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We will review our process and unique flat fee pricing, ensuring you know exactly how much your investment will be and the timeline involved.
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If we decide to work together, we’ll discuss the next steps. If not, that’s perfectly fine too!
Either way you’ll leave our Peace of Mind Planning Session clearer than before about what you really need (and don’t need) to protect your family, assets & business (if applicable).