1. Fill Out the Online Questionnaire.
Getting started is simple—just complete our easy-to-follow online questionnaire. It’s designed to gather the basic details we need to begin crafting your estate plan.

2. Simple Answers, Powerful Documents.
Don’t stress about legal jargon! You provide the simple answers—we take care of transforming them into comprehensive, attorney-quality documents tailored to your needs.

3. No Personal or Financial Info Required.
We don’t need your sensitive personal or banking information to draft your documents. Once you receive your completed trust, you’ll handle funding it. And don’t worry—we’ll provide clear, step-by-step instructions on how to do this when the time comes.

4. Submit Now, Edit Later.
Not ready to finish everything in one sitting? No problem! After you submit the questionnaire, we’ll email you a link to your answers so you can easily review or make changes later. (Just make sure to start and submit your questionnaire on the same device).

We’re Here to Help.
If you have any questions during the process, feel free to Contact us — we’re always happy to assist. Thanks for trusting us with your estate planning!