Thank You for Taking the Very Important First Step to Create Your Estate Plan
Below is an overview of the steps to create your Estate Plan. You may click on the the Step 1 box to get started or you can click the “Get Started” button after the steps.
Complete New Client Registration
- Enter “Your Information”;
- Select “Client Status”;
- Under “Document Set”, select “Trust Package”; and
- Click “Register Your Account”.
You will then be taken to the Registration Complete page.
Read the What’s Next? and then click the Login to my Account button. You will then be taken to a secure login page.
Enter your Email and Password and then click Secure Login button. You will then be taken to your Dashboard.
Read the five steps listed and then click on the Accept Agreement button. You will then be taken to the Estate Planning Agreement.
Estate Planning Agreement
Read the “Legal Stuff” and click the Accept button. You will then be taken back to your Dashboard.
Click on Start Interview. You will then be taken to the Estate Planning Interview.
Estate Planning Interview
Read the “housekeeping” items and then click on the Next button to start the Interview.
It is important that you frequently save your answers.
If you have any questions, we are here to help.