You Have Taken the First Step to Create Your Comprehensive Estate Plan
Includes all necessary state-specific documents to create a comprehensive estate plan
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What Happens Now?
Register Your Account
Complete the "New Client Registration" form and Register your Account. (NOTE: Choose either "Married Couple" or "Non-Traditional Couple" as the Client Status; and "Trust Package" as the Package Type)
Complete the Estate Planning Interview. You can leave and return to the Interview as many times as you like.
Review the documents and make any changes as required to reflect your wishes.
When you finish the Estate Planning Interview you will receive a link to pay $249.00 by Visa, MasterCard, American Express, or Discover Card. Once the payment is made, you can download and print the documents.
Download and print the documents, and then sign them and have them witnessed and/or notarized, as indicated on the document.
Transfer your property to your Trust and re-title your accounts in the name of the Trust pursuant to the Instructions provided.