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.
Become A Client
Schedule Online Now or to Be Contacted
Select one of the following
Schedule an Appointment
with an Attorney
Schedule an appointment online with
an attorney for any of our most
popular services.
Schedule a Free Call with a
New Client Coordinator
Schedule a free call with one of our
new client coordinators to learn more
about our services and pricing.
Have a New Client
Coordinator Call you
One of our team members will call
you during office hours to explain our
services and pricing.
