PROTECT WHAT MATTERS.

GET STARTED ➜

    

PROTECT WHAT MATTERS.

    

PROTECT WHAT MATTERS.

    

 PROTECT WHAT MATTERS.

GET STARTED ➜

    

PROTECT WHAT MATTERS.

    

PROTECT WHAT MATTERS.

    

Your Estate Planning Journey Starts Here

Whether you prefer to learn in a group setting or discuss your goals one-on-one, we’re here to help you take the first step toward securing your legacy. If you choose to Attend a Free Webinar, you’ll learn the essentials in a friendly, educational session. Alternatively, if you Schedule a Planning Session, you’ll get personalized guidance with Attorney Ryan Duffy. 

JOIN OUR FREE WEBINAR
SCHEDULE PLANNING SESSION

How It Works

We can help you plan the future in five simple steps. 

Step 1

Attend a Workshop or Planning Session

Join our FREE Virtual Workshop to learn the essentials of Estate Planning. Prefer a one-on-one approach? Schedule a Peace of Mind Planning Session with Attorney Ryan Duffy to discuss your goals, options, and pricing
Step 2

Estate Plan Design Meeting

In this session, we’ll draft your estate plan together via Microsoft Teams. Nothing is final yet—you’ll have time to review and make changes.
Step 3

We Draft the Documents

We’ll take 2-4 weeks to prepare your estate planning documents. Once ready, we’ll email them to you for your review. Need more clarity? We’re happy to schedule a follow-up to discuss.
Step 4

Document Signing

As a 100% virtual firm, we arrange for a mobile notary and witnesses (if needed) to finalize your documents at your home. Once signed, notarized, and witnessed, your estate plan is official!
Step 5

Binder Delivery

We’ll ship your Estate Planning Binder via FedEx within 10 days of signing. If you’ve set up a Revocable Living Trust, now’s the time to start Trust Funding!

Complimentary Annual Review

Your estate plan should grow with you. Each year, we’ll check in to see if life changes require updates. The review is free—any modifications will be billed at current rates.

Not sure which option is right for you? We get it. Estate planning is a big decision, and we want to make sure you feel confident every step of the way. Contact us today and we'll be happy to address your concerns.

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