Where are you right now?

Your plan, start to finish

These are in the order they happen.

1. This is the page you will see

   I just hired you

   See what happens, from your first call to a finished plan.

   How It Works
2. Our turn

   You meet with Melissa to design your plan. Then we write your drafts and email them to you. After your meeting, there is nothing for you to do until the drafts arrive.

3. This is the page you will see

   I got my drafts

   What to check, how to tell us it looks right, and every step after that.

   Your Next Steps
   • How to read your draftsWhich pages to look at, and what a real mistake looks like.Coming soon
4. Our turn

   When you tell us the drafts look right, we email you your final documents to sign. Nothing for you to do until then.

5. This is the page you will see

   I am getting ready to sign

   Who must be in the room, what to bring, and the order to sign in.

   Signing Instructions
   • What to initial on your Power of Attorney
   • What to initial on your Health Care Directive
   • Finding your witnesses and a notaryWho to ask, and what to say when you call.Coming soon
6. This is the page you will see

   I signed. Now what?

   Send us your deed. Then call your insurance and your mortgage company. The words to say are written out.

   After You Sign
7. Our turn

   We file your deed with your county. Then we email you the filed copy. Nothing for you to do until then.

8. This is the page you will see

   I am moving my accounts into my trust

   Your bank accounts, retirement accounts, and life insurance.

   Funding Instructions
   • Filling out a beneficiary formFor retirement accounts and life insurance.
   • Moving a bank account into your trustWhat the bank will ask, and what to answer.
   • Putting a car in your trustWhat to take to the county tag office.
9. This is the page you will see

   My plan is finished

   Where to keep your papers, and who to tell.

   Put Your Papers Away
   • Your Personal Property MemorandumHow to leave a ring, a watch, or a keepsake to one person.Coming soon

10. I am a trustee or a family member

    What the job is, where the papers are, and what to do first.

    For Your Trustee: coming soon