Welcome to our Online Estate Planning Portal

This portal will give you acces to a preliminary online interview process where you can provide us some basic information regarding your estate plan. After you complete this interview, we will have a one-on-one phone appointment with you to go over the terms of your estate plans in greater detail. Not sure what estate plan is best for you? Use our Help me Decide quiz to get help selecting the best option for you.

Step One – Take our Help Me Decide quiz
Step Two – Complete online interview
Step Three -Remit payment for services
Step Four – Review pdf of your information
Step Five – Phone Appointment with our estate planning specialist
Step Six – Your estate documents are uploaded to portal ready-to-sign