Start Your Estate Plan
Build the Plan Your
Loved Ones Can Rely On
Getting started is easier than you think.
Let’s Get Started
Share a few details so our team can connect you with the right specialist and guide you through the next steps.
What Happens After You Submit
We schedule
your introduction call
You'll meet with a Certified Estate Planning Advisor who introduces the process, answers your initial questions, and helps determine the right path forward for your situation.
We explore
your goals and needs
Next, you'll meet with a Certified Intake Specialist for a one-hour virtual discovery meeting to review your family structure, assets, and planning needs and determine the right S.T.E.P.™ package.
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.
