How It Works

A Clear Path from "We Should Really Do This" to "It's Done."

Six steps. One dedicated team. A plan that actually works when your family needs it.

Step 1 — Learn

We start with a no-cost, no-obligation education session. We walk through how the core estate planning tools work — wills, trusts, powers of attorney, health care directives — and how probate, beneficiary designations, and account titling affect what happens to your assets. You bring your questions; we bring plain English.

Step 2 — Take Stock

Together we organize a clear picture of what you have: accounts, property, insurance, business interests, and existing documents. This inventory becomes the foundation for everything that follows — and it is the homework your attorney would ask you to do anyway.

Step 3 — Choose Your Path

With a clear understanding of your options, you decide how to move forward. Many families create their documents through Wealth.com's guided, attorney-drafted platform. Others prefer to work one-on-one with a licensed estate attorney from our national network. Either way, the choice is yours, and we will support the path you pick.

Step 4 — Put Documents in Place

If you use Wealth.com, you will work through the platform's guided process to create your own documents, with our team available to help with the logistics and to point you to the platform's educational resources along the way. If you work with an attorney, we help coordinate the engagement and keep it moving.

Step 5 — Fund and Finish

Where most plans fail

This is where most estate plans fall apart — and where we shine. We walk you through funding your trust: retitling accounts, updating beneficiary designations, and coordinating with custodians, insurers, and other professionals so your plan works the way it is designed to.

Step 6 — Review and Maintain

Life doesn't stand still. We offer periodic reviews to help you keep your documents, beneficiaries, and asset titling aligned with your life — and to flag when it may be time to check in with your attorney.

Your Plan, Completed

From first conversation to fully funded — we stay with you every step.

Most families complete their core plan within a few weeks. Your pace is yours to set.

Take the First Step

The Best Time Was Twenty Years Ago. The Second-Best Time Is Today.

Start with a free education session. No pressure, no obligation, no jargon.

Free · No obligation · No pressure, no jargon