Exclusive Service

We’ll send you a welcome email with a secure link to our confidential estate planning questionnaire. This helps us gather the key details we need to understand your wishes and goals.

Once you submit the questionnaire, we’ll schedule a Zoom or phone meeting with your attorney to review your information, answer your questions, and help design the right plan for your family.

After your meeting, we begin drafting your customized estate planning documents—including your trust, will, powers of attorney, and anything else you need.

You’ll receive your draft documents by email for review. We’ll make any necessary changes based on your feedback before finalizing them.

​Once everything is approved, we’ll send your final estate planning documents straight to your home with clear instructions for signing and notarizing.

You sign the documents on your schedule. We’ll guide you through getting them notarized and properly stored to ensure they’re legally effective.