START THE PROCESS FOR THE ESTATE PLAN THAT'S RIGHT FOR YOU

GUARDIANSHIP

FOR PARENTS WITH MINOR CHILDREN WHO AREN'T READY TO CREATE A WILL/TRUST

WILL

PERFECT FOR SINGLE OR MARRIED INDIVIDUALS.  A WRITTEN PLAN FOR WHAT SHOULD HAPPEN TO YOUR ASSETS & WHO WILL LOOK AFTER YOUR CHILDREN, IF SOMETHING HAPPENS TO YOU OR YOUR SPOUSE.

TRUST

AVOID PROBATE WITH ALL THE DOCUMENTS NEEDED TO PROTECT AND TRANSFER THE THINGS THAT MATTER MOST TO YOU. 

1

initial discussion

An easy to understand discussion to find out what type of Estate Plan is the best fit for your situation

2

questionnaire

Start filling out an Estate Planning Questionnaire at your pace to start thinking about the important decisions that will make up your Estate Plan

3

final decisions

Set up a meeting to discuss and review all final decisions. 

4

Document creation

Your plan will be built and reviewed by estate planning experts: A Certified Estate Planner and a local attorney in each estate.

5

execution OF documents

You'll sign and date your documents in the presence of a notary public.  A hard copy and digital copies of documents are provided.

START THE PROCESS FOR THE
ESTATE PLAN
THAT'S RIGHT FOR YOU