A Simple, Easy Process
Four simple steps from consultation to completed trust.
30-Minute Phone Call
Free Consultation
Schedule a free 30-minute phone consultation with our team. We’ll discuss your estate planning needs, answer your questions, and determine which trust bundle is the best fit for your family. No pressure, no obligation.
Detailed Planning Session
Intake Discussion
Once you’re ready to move forward, you’ll have a detailed planning session with your attorney. We’ll gather all the information needed to create your customized trust documents — including beneficiaries, trustees, and your specific wishes.
Client Portal Access
Review Documents
Review your completed trust documents through our secure client portal. Take your time, read everything carefully, and request any changes — we’ll make them at no additional cost. Your satisfaction is guaranteed.
Delivered to Your Door
Receive Your Trust Bundle
Your completed trust bundle arrives in an organized 3-ring binder, shipped right to your door. It comes complete with signing instructions, funding instructions, and everything you need. Designed so you can easily find and reference any document.
What Makes Us Different
Quick Turnaround
Most trust bundles are completed within 2-3 weeks from your intake discussion.
Lifetime Consultations
Every bundle includes free unlimited lifetime consultations — we’re always here for you.
Stress-Free Process
Clear communication, no surprises, and a team that genuinely cares about your family.