Getting Started

Getting Started

Self-Prepare your documents on-line.

If you are ready to get started now, click the get started link below. You will immediately be directed to our payment page and then you will receive an email directing you to the NEW CLIENT REGISTRATION page. Simply enter your contact information, select your status, select your type of Package and Register your Account. You will receive a confirmation email to activate your account and gain access to the system.

Our document drafting system uses a simple, easy to use, state-of-the-art questionnaire. It utilizes highly intuitive, context sensitive, question and answer dialogs for the preparation of your quality customized documents.

Once completed, the team of professionals will automatically review your answers for accuracy and completeness. Your completed documents will be emailed to you for your review and signing. You will have created an estate plan that is uniquely suited for you, your family, or others you care about.

Click here to get started.

Click here to download a Client Data Organizer & Client Worksheet as a pdf.

Click here to test drive the system for free.