It is our goal to make this process as painless and as effective as possible while still providing unrivaled customer service.
Step 1
Simply click on one of the forms on this page. These forms are designed to be straight forward and easily completed. The forms will be submitted directly to our team with highest level of confidentiality.
Step 2
We will contact you to set a time when you can meet with our team either in person, by phone, or by video conference to discuss your needs and determine the best estate plan for you and your family. We will have your estate plan to you for final review in less than one week.
Step 3
You meet with our team to sign your documents and finalize your estate plan.