The Easy Estate Plan: Private Strategy Session

For families who want it handled properly

Your Estate Plan, Done Right. Without the Office Visits.

Start with a private strategy session to map out your will, trust, and powers of attorney. If it is a fit, your documents are prepared by a licensed estate planning attorney in your state, and we stay with you until your trust is actually funded.

A private conversation about your situation. No obligation.

Sessions are scheduled by appointment.

Attorney-Prepared

Documents drafted by a licensed attorney in your state

Done From Home

No office visits, no waiting rooms

Trust Funding Included

We help you finish the step most people skip

One Point of Contact

Someone in your corner from start to finish

How it works

A simple, guided process.

No guesswork and no forms to figure out on your own.

1

Private strategy session

A focused conversation about your family, your assets, and what you want protected. You will leave knowing what a complete plan should include for your situation.

2

Attorney-prepared documents

If you choose to move forward, a licensed estate planning attorney in your state prepares your will, trust, and powers of attorney. This is a paid service, priced well below traditional law firm fees.

3

Signed, funded, finished

We guide you through signing and trust funding, so your plan works the way it is supposed to when your family needs it.

Is this right for you?

Built for families with something worth protecting.

We keep sessions limited so each family gets real attention. This is a better fit for some than others.

A strong fit if you

✓Own a home, retirement accounts, investments, or a business
✓Are married or have children or grandchildren you want to protect
✓Have a blended family, or property or assets that make a generic form risky
✓Started a will or trust before and never finished it
✓Want a real attorney-prepared plan and are ready to invest in doing it correctly

Probably not the right fit if you

·Are looking for free documents or a do-it-yourself template
·Do not yet own a home or meaningful assets to protect
·Are only browsing and are not ready to make a decision

What you get

A complete plan, not just paperwork.

✓Attorney-drafted documentsWills, trusts, and powers of attorney, valid in all 50 states.

✓A plan built around youPrepared from your actual situation, never a generic form.

✓Trust funding supportThe step that keeps a "completed" plan out of probate.

✓Clear next stepsA guided path with someone in your corner the whole way.

If any step is not finished, we are not finished. That is the promise.

Scheduled by appointment.

Common questions

Before you request a session.

Is the estate plan itself free?

No. The strategy session is a complimentary planning conversation. If you decide to move forward, your attorney-prepared documents and trust funding support are a paid service, priced well below what most local law firms charge.

Will I be speaking with an attorney on the session?

The session is with a member of our planning team who will walk you through the process and answer your questions. If you move forward, your documents are prepared by a licensed estate planning attorney in your state.

Can this really be done without going into an office?

Yes. The interview, document review, signing guidance, and funding coordination are all built to happen from home, on your schedule.

How do I know it is valid in my state?

Every document is prepared by a licensed attorney in your state, not a generic template.

What if my situation is complicated, like a blended family or a business?

That is exactly what the session is for. We walk through your specific situation before anything is drafted.

I do not think I have a large estate. Does this still matter?

An estate plan is about who can make decisions for you and your family if something happens, and how smoothly your assets pass on. If you own a home or retirement accounts, it matters.

Private strategy sessions

Protect what you have built, the right way.

Request your session today and find out what a complete plan looks like for your family.

Limited availability each week

Ready to protect your family? Request a private session.