Book Your Complimentary Virtual Strategy Call
Build the Plan Your Loved Ones Can Rely On
Getting started is easier than you think.
What Happens After You Submit
We schedule
your introduction call
You’ll meet with a Certified Advisor who introduces the process, answers your questions, and explains our plans and pricing.
We explore
your goals and needs
Next, you'll meet with a Certified Intake Specialist for a one-hour virtual intake meeting to collect information about your family and assets. You choose the S.T.E.P.™ package you want.
We create
your estate plan
During a guided virtual session with a Trust Creation Specialist, your trust is prepared, reviewed with you, and notarized so your estate plan is fully created and ready for funding.
Want to Talk Through it First?
If you have questions about the process, the packages, or your situation, our team would be happy to help.
