You Have Taken the First Step to Create Your Comprehensive Estate Plan

Includes all necessary state-specific documents to create a comprehensive estate plan

Order not found. You cannot access this page directly.

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 Interview

Complete the Estate Planning Interview. You can leave and return to the Interview as many times as you like.

Review Documents

Review the documents and make any changes as required to reflect your wishes.

Make Payment

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 Documents

Download and print the documents, and then sign them and have them witnessed and/or notarized, as indicated on the document.

Fund Trust

Transfer your property to your Trust and re-title your accounts in the name of the Trust pursuant to the Instructions provided.