Getting Started
Three steps from “we should really do this” to a signed, funded plan.
Simple by design
Getting Started
You do not need to know what a revocable living trust is. You just need 15 minutes.
The path
Book a 15-minute call
A free Needs Assessment call. We listen, and tell you honestly what you do — and do not — need.
Answer questions online
Our guided questionnaire gathers your family and wishes at your pace — save and resume any time.
Sign with an attorney
We design, review together, and sign with proper witnesses and notarization. Then we help fund it.
Common questions
How much does an estate plan cost? +
Flat fees, quoted before we start — most families know their exact investment after the first call.
Do I need a trust or is a will enough? +
It depends on your family, your assets and how much probate exposure you want to avoid. That is exactly what the Needs Assessment call answers.
How long does it take? +
Most plans go from first call to signing in a few weeks — faster when circumstances require it.
Can I start online? +
Yes — the whole questionnaire works from your phone or laptop, and you can hand it to us at any point.
Start with a free 15-minute Needs Assessment call
Tell us what is on your mind; we will tell you honestly whether — and how — we can help. Or call 919-443-3035.