Your Estate Plan Fully Decided, Drafted & Signed
There's no perfect time to start, only NOW! Start now, and in 30 days or less, we'll walk you through each decision, provide attorney-drafted documents, and make sure your estate plan is finished, from start to signature. The future you're protecting begins with ONE decision (without overwhelm.
Apply To Start Your Legacy PlanYou Know This Needs To Be Done,
It Just Hasn't Been Clear How
You're unsure which estate documents actually apply to your life, family, and assets
Legal conversations feel disconnected from real-life decisions, making it hard to move forward confidently
You worry about making the wrong choice or missing something important
The lack of clarity causes you to postpone the process, even though the intention is there
Estate Planning Without The Legal Runaround
 This is not legal advice; this is strategy and oversight.
You don't need to become fluent in the legal language to protect yourself and the people you love.Â
Instead of starting with forms or legal questions, I begin with your life. From there, decisions are made in plain language without pressure or guessing.
Â
Guided Path From Decisions To Signed Documents
How I Help (Without Making It Harder)
After your decisions are clear, the attorney-drafted documents are coordinated through a licensed platform and prepared correctly. You don't manage the lawyers, chase paperwork, or wonder what's next.Â
Together, we'll review everything, finalize your plan, and ensure it's signed, organized, and complete so nothing is left unfinished or left for your family to figure out.
Step One
Apply
Submit your brief application to ensure this experience is the right fit.
Step Two
Approval & Private Access
Once approved, you'll receive:
- Access to the Estate Plan Completion online course
- Secure access to the licensed platform for attorney-drafted documents
Step Three
1:1 Review & Finalization
We meet one on one to review your plan, finzalize decisions, and ensure everything is completed, signed, and organized.
Estate Plan Completion Course
What's Included
• Estate planning strategy designed from a financial planning lens
• Guided decision-making in plain English
• Online course access to prepare and organize ahead of your meeting
• Secure attorney-drafted documents via Wealth.com
• 1:1 Zoom review and finalization session
• Confirmation that your estate plan is completed and organized
Frequently Asked Questions
Who is the Estate Plan Completion course for?
What am I going to learn from this course?
How long will I have to complete this course?
Where can I access this course?
Estate Planning Education Disclosure
I am not an attorney and do not provide legal advice.
My role is to educate and guide clients on how estate planning fits into their broader financial picture. I do not draft, edit, or interpret legal documents. All estate planning documents are created by clients through a third-party platform, Wealth.com, which coordinates attorney-drafted documents based on state law. Any legal decisions, document selections, or interpretations should be made by the client in consultation with a licensed attorney.
