How it Works

  1. Book Your Consultation
    Contact us or securely pay online to schedule your one-on-one planning session.

  2. Complete a Short Intake Form
    We’ll send you a simple form tailored to your situation to help guide the conversation.

  3. Meet With Your Planner
    In your scheduled session, we’ll walk through your needs and finalize the details of your Will or Living Trust.

  4. Receive Your Documents
    Within 1–2 business days, you’ll receive your completed documents, ready to print, sign, and make official.