Developing an estate plan is a smart and caring act on your part. Whether you use our service or someone else’s you are taking the first step to gaining control of your affairs and your loved ones will be very grateful.
This program is designed to make the building of a basic estate plan as easy and economical as possible. Completing the on-line interview yourself allows you to work at your own pace, ask yourself the important questions and see the plan come together.
It also allows you to save on fees as we do not have to enter the data ourselves. Please follow the instructions below to begin and we will be in contact with you as you proceed and when necessary.
- You will complete a Registration Form and then log-in information will be sent to you by e-mail so you can proceed, and so we can contact you if there are any changes in federal or state law which might affect your trust;
- You will login to the system and begin the interview process which will take you screen by screen through the context sensitive question and answer process. You can save your answers and come back at a later time to finish. At the conclusion of the interview, you will have provided all the necessary information to assemble a custom estate plan for your individual situation.