How It Works
1
Request Intake Forms
Submit your information and you will receieve a packet of intake forms to begin your estate planning.
2
Complete Intake Forms
Fill out the intake forms and return the completed forms via U.S. Mail. We will use this information to create the first draft of your estate plan documents.
3
Review, Revise, and Approve
Schedule a time to review, revise, and approve your estate plan documents with legal counsel.
4
Finalize Estate Plan and Pay on Delivery
Pay and receive final copies of your estate plan documents.