Step by Step
What to Expect During the Appointment
The estate planning interview is where the full plan comes together. It's collaborative, guided, and designed to keep your client at the center of the experience.
1
Step One
Quick Intake & Plan Recommendation
Your client begins with a short intake that allows the assigned attorney to recommend their Trust-based plan. This ensures the right documents are selected for their specific family situation, assets, and goals.
2
Step Two
Collaborative Plan Completion
We help the client complete their estate plan directly in the platform, including naming guardians, beneficiaries, fiduciaries, and other key roles. The process is guided and conversational — no legal knowledge required on the client's part.
3
Step Three
Attorney Review & Payment
Once completed, the plan is reviewed by a licensed estate planning attorney. At time of plan completion, your client will submit payment using a credit or debit card. All documents are attorney-approved and valid in all 50 states.
4
Step Four
Final Delivery
The client will receive a printed binder in the mail, along with digital access, ready for signatures. The binder contains all estate planning documents, instructions for execution, and guidance for the successor trustee.
Attorney-Drafted Documents
All documents are drafted and reviewed by licensed estate planning attorneys and approved in all 50 states.
Fully Virtual Process
Client sessions are conducted virtually and recorded for suitability review — no office visit required.
Printed Binder Delivery
Every client receives a professional printed binder by mail, along with digital access to all documents.
Payment at Completion
Payment is collected at the time of plan completion — clients pay by credit or debit card directly through the platform.
You are there to support, refer, and stay connected — the estate planning advisor and attorney team handle the rest.