The Process & Getting Started

Steps to Complete the Process

12 Steps to Success!

1. Make the decision to begin creating your current Estate Planning documents – or updating your existing, outdated documents.
2. Complete and return the Financial Planning & Consulting Services Agreement.
3. Pay advisory fee to gain access to Wealth.com platform.
4. Pay an optional additional fee to engage the help of a financial advisor.
5. Pay an optional additional fee to be able to make unlimited changes to documents after the free first year.
6. We will send you an Estate Planning Pre-Meeting Worksheet.
7. Look for an invitation to create your login credentials with Wealth.com.
8. Complete your documents online.
9. Look them over and finalize them.
10. Print them up for safe keeping.
11. If applicable, get documents notarized and submit transfer deeds of your real estate to your new Trust.
12. Make future changes and updates as needed.