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.