Trust Process

Here is an in-depth look at how the estate planning process works:

  • Register your account
  • Complete the online questionnaire.
  • Once this questionnaire is completed, check the box finished.
  • We will review and coordinate together the details of the shipment of your Trust.
  • Payment is made.
  • Final estate planning documents will be mailed to you with detailed instructions on how to proceed with signing or executing your documents.
  • Self-prepared: Documents will be shipped directly to you. Either via email or print. Your choice.
  • Attorney reviewed: Review requested, then documents shipped with review letter directly to you.
  • Attorney prepared: Your information will be forward to local attorney. Delivery will be done by Attorney.
  • After the signing and notarizing your documents, proceed to funding.  You will schedule a time using our online scheduling tool to review and transfer all assets to your trust.
  • After funding, schedule our first of many reviews to keep your trust updated.