How to Get Started

A simple and effective way to get started on the process of obtaining an estate plan that reflects your goals and values is through our Estate Plan Organizer. Simply stated, the Estate Plan Organizer will take you through the estate planning process easily and at your own pace. The whole process can take as little as 30 minutes and you can save your work at any time and return to the organizer at your convenience.

Afterwards, if you would like, you can send us your design (and we will review it at no cost, and also provide you with some low-cost alternatives to get your estate plan drafted.

When you have completed the Organizer you will have a well thought out design for your estate that reflects your priorities.

You can also utilize your output from the Organizer to implement your design through an attorney you know or use it in conjunction with a wills software package that you purchase to create your own documents. (We do urge caution with the last approach.)

To start the Estate Plan Organizer, (click here).

Information on this site is NOT intended for legal advice. See Disclaimer.

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