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Home | Buy Estate Planning – Thanks

Thank you for your purchase!

Estate planning is critical in your overall Business, Asset Protection, and Tax plan. Moreover, it will stay with you for the rest of your life and be a benefit to you and your family.

Our Estate Plan Coordinator Drue Trabanino, will be reaching out to you.

Please follow the Steps Below!

Thank you again for your business.

These are your next steps!

ESTATE PLAN

A 5-STEP PROCESS

Complete Questionnaire

This will be the foundation of what your trust will look like. Please fill it out as completely as
possible.

MEET WITH
ATTORNEY
REGARDING
PLAN &
QUESTIONNAIRE

They will go over your plan and questionnaire to answer any questions you may have.

WE SEND YOU A
DRAFT ESTATE
PLAN TAILORED
TO YOU AND
YOUR FAMILY
FOR REVIEW

Let us know if you have any changes or if everything looks good to go!

SIGN AND
NOTARIZE

The plan binder with the documents you approved will be mailed to you. Once received, you will need to sign in front of a notary.

 

Fund The
Trust

Contact our Deeds Dept. and Business Dept. to transfer properties and entities into the Trust.

Complete Questionnaire

This will be the foundation of what your trust will look like. Please fill it out as completely as possible.

MEET WITH
ATTORNEY
REGARDING
PLAN &
QUESTIONNAIRE

They will go over your plan and questionnaire to answer any questions you may have.

WE SEND YOU A
DRAFT ESTATE
PLAN TAILORED
TO YOU AND
YOUR FAMILY
FOR REVIEW

Let us know if you have any changes or if everything looks good to go!

SIGN AND
NOTARIZE

The plan binder with the documents you approved will be mailed to you. Once received, you will need to sign in front of a notary.

 

Fund The
Trust

Contact our Deeds Dept. and Business Dept. to transfer properties and entities into the Trust.

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