Once you have chosen the estate planning option that is best for you, create a username and load your basic information.
2. ANSWER QUESTIONS
Next, the program will ask you a series of questions relating to your personal situation. Answer the “yes” or “no” questions as you go, and, when prompted, simply fill in the blanks with the information requested.
3. CREATE YOUR ESTATE PLAN
Estate planning, doesn’t have to be expensive if you are willing to do some of the work yourself using our online estate planning solution.
4. RECEIVE YOUR DOCUMENTS
When you’re done, we will mail the documents to you. If you’d like to have an attorney review the documents and provide a one hour consultation to go over and explain them, that option is also available.