01. make it personal
Simply answer some basic questions about yourself and your family, and we’ll guide you through creating your personalized will-based estate plan.TRUST-BASED ESTATE PLAN
HOW EASY IS IT?
01. make it personal
Simply answer some basic questions about yourself and your family, and we’ll guide you through creating your personalized will-based estate plan.02. PRINT & sign your trust
The information you provide is combined with the precise language of our attorney-crafted legal forms. Simply print and sign with two witnesses.03. UPLOAD TO VAULT & FUND YOUR TRUST
Transfer your assets into the ownership of the trust. The trustee will have control of these assets when ownership is transferred.Testimonials
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