Thank you for your order.

What’s Next?

1. We get to work! – Our team will draft your estate planning documents. This takes about 7–10 business days.

2. Check your review email. – We’ll send you a short summary to review for accuracy. Look it over and let us know if anything needs to be updated.

3. We print & ship. – Once you approve the review, we’ll print, bind, and ship your final documents to you.

4. Time to sign! – Follow the included instructions to sign and notarize your documents in front of witnesses when necessary.

5. Fund your trust. – To make your trust fully effective, you’ll need to transfer assets into it. Don’t worry—we include clear instructions to help!

That’s it! If you have any questions along the way, we’re happy to help. Thanks again for trusting us with your estate planning!

Have a question? Contact us.