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- Make the decision to begin creating your current Estate Planning documents – or updating your existing, outdated documents.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