Embedded Files
Get your affairs in order with someone besides you.
Get your affairs in order with someone besides you.
We help you organize what you own, decide who should receive it, and think through the decisions most people put off — guardianship, healthcare directives, and beneficiaries — so your family isn't left guessing. When it's time to make it official, we coordinate with a licensed attorney and notarize the final documents ourselves.
What's Included
What's Included
Everything you need to go from "I should really do this" to done
Everything you need to go from "I should really do this" to done
Estate Planning Consulting is a guided, hands-on engagement — not a template you fill out on your own.
A full inventory and organization of your assets, accounts, and beneficiaries
Clear guidance on the decisions people put off - guardianship, healthcare directives, and who gets what
Straightforward answers about how estate planning actually works, in plain language
Coordination with a licensed attorney so your documents get drafted correctly the first time
Who is this built for
Who is this built for
This is a good fit if you...
This is a good fit if you...
Don't have a will, trust, or healthcare directive in place yet
Have documents, but haven't reviewed them in years
Recently had a life change — marriage, a new child, a move, a loss
Want a knowledgeable guide before you sit down with an attorney
Page updated
Report abuse