We help you create an estate plan tailored to, and funded on your schedule.
We give you peace of mind, we help you create an estate plan, virtually, at your convenience.
There is no up-front costs. Send us a request, we will ask you to submit documents to our secure client portal and then you set up a virtual meeting with an attorney, on your schedule, whether that be on the weekend, or a Tuesday at 8:00 at night. We accommodate you.
On Your Schedule
Life is busy, we know it. That is why we will meet with you on your schedule from the comfort of your home. Further, we have upfront set pricing, you will never have an unexpected charge from us.
The Right Plan For You
We work with you to figure out the estate plan that you need for your family. You review it, and there is no obligation to pay, until you are ready to sign your documents, which is also done remotely, from the comfort of your home.
Fully Fund
Most trusts are not funded. People take the time and expense to create a trust, and it doesn’t work. We take the additional step, and after you sign your documents, we contact your banks, the DMV, and any other assets you may have, and ensure your assets are in your trust.
Ready to get started?
Start the process, fill out just a little bit of information and we will be in touch with the next steps.
No obligation, no cost, let us create the estate plan you are comfortable with before you send any money.