Curtis was great to work with, friendly and professional. He helped set up my mom's trust as well as my own. He's very knowledgeable and willing to answer any questions in person or over the phone. I would high y recommended him and his team to anyone looking into establishing a Trust.
Paul R

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THE INTERVIEW

Use our secure site, to create your account, answer a series of questions about your personal situation using our dynamic Interview which can be completed in one or more sessions as needed. This information will be used to create your Documents.

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CONSULTATION

Once you have created your account, you may start the interview process or we can schedule a telephone consultation to answer any questions to ensure your estate plan is customized to fit your specific situation.

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RECEIVE YOUR DOCUMENTS

Once you have completed the Interview, your customized estate planning documents will be emailed or express mailed to you along with instructions on how to properly sign your documents, notarization and how to transfer assets to your trust (if applicable).

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Will Package

A will is a document that dictates only three things: 1) who will be in charge, the executor 2) who care for minor children, the guardian and 3) who gets what…  A will has no application during your lifetime and only springs into operation upon your death. At the time of your death, everything you own becomes what is referred to as your “probate” estate.

Trust Package

A revocable living trusts is an entity just like a business. As a way to avoid probate since trust assets are transferred to the trust while you are alive, and the trust document provides instructions and the power to distribute assets upon your death or incapacity.