Create and fund a complete tailored estate plan

One price, on your schedule, from your home. We create a tailored estate plan around your unique needs, and we work with you to ensure it is funded.

What is included

We include everything to give you a comprehensive estate plan, all for the same price.

Powers of Attorney

We include financial and healthcare powers of attorney for you and your spouse

Wills

Even though we try and have everything taken care of you still need a will.

Trusts

We include whatever trusts we believe that you need. We can setup irrevocable trusts for your kids, special needs trusts, spousal trusts and even charitable remainder trusts.

How the process works

  • Meet with an attorney at your leisure via Zoom.
  • If you want to move forward you pay you can upload all of your statements.
  • A full, comprehensive estate plan is created for your family.
  • We ensure all of your assets are in your trust.

Let’s Get Started