Thank You for Choosing Us for Your Legacy Planning Needs!
Now that you’ve sent us your request, we will create your account in our secure portal within the next 24-hours. Once you receive a portal invite, you can set up a password, e-sign our engagement letter and complete our digital questionnaire.
Completing Your Legacy Planning with Us is Easy as 1-2-3
STEP 1:
Answer some questions about your life and we’ll get to work.
STEP 2:
Meet with your attorney to review your estate plan online.
STEP 3:
Attend your signing ceremony to finalize/fund your plan.
Have questions? Call 214-800-2377 or schedule a call HERE.