Getting started is simple (and free)! For reals …
Just click the button that says, “Apply To the Giving Forward Program.”
You’ll be able to sign up for our client portal and start gathering all the information you need to create your Will.
Once you’ve completed your information, you’ll be able to schedule your Virtual Estate Planning Session.
During your Planning Session, we’ll go over all the information that you provided, we’ll help you figure out the best way to accomplish your goals and then you’ll receive a customized proposal about your personalized plan.
Imagine how empowering it is to have a plan where you take control of your life today?
Imagine the peace of mind you’ll achieve by not having to worrying who will catch all the balls you’re juggling in your life if you’re not there to do the juggling?
After your Planning Session, we’ll use all the information that you’ve gathered and your goals, hopes, and dreams that were discussed during your Planning Session and turn that information into your personalized Last Will and Testament and estate plan.
The last party we have is your Signing Ceremony. That’s when you “swipe you pen” across the paper and change and personalize the law as it applies to you and your family.
Your Will and your estate plan are complete and your family is protected.
Bonus: Celebrate! You’ve accomplished a majorly huge task, checked a box on your #adulting to-do list, and achieved peace of mind. It’s time to celebrate your accomplishment in the way that you do.