Peace of Mind
Complete the Online Interview
Create a secure, online account and login to answer a series of questions about your personal situation. The interview can be completed in one or more sessions as needed. The information you provide will be used to develop your estate plan.
Schedule a Consultation
We will schedule a telephone consultation to answer any of your questions and ensure your estate plan is tailored to fit your specific situation.
Receive Your Documents
When you are finished, your estate planning documents will be available for download or emailed to you with detailed directions on how to properly sign and execute them, along with instructions on how to transfer assets into your trust (if applicable).