Do-It-Yourself Estate Plan

Legacy Planning & Wealth Building

Wealth Building & Legacy Planning

Your success has been hard-earned and full of important lessons about the value of each and every dollar you’ve received or spent. You’ve burned the midnight oil once too often, but recognize that is what it took to get to the point of being a successful entrepreneur with a loving family and an important role…

Read More

Estate Transition Checklist

Historical data shows that only 3 families in 10 will successfully transition their estate to the next generation and by the beginning of the third generation, 9 out of 10 families will involuntarily lose their financial assets and real estate. High net worth families have access to best-of-class advisers, so what is the reason for…

Read More

Estate Planning Priorities Survey

Determine Your Estate Plan Priorities

Your current level of success is most likely based on realistic business goals and priorities that aligned with your vision and dreams for the future. Because you have made some of your previous dreams come true and you are planning for the next phase of your success, you probably now need a new set of…

Read More

Estate Planning Priorities Survey

Determine Your Estate Plan Priorities

Your current level of success is most likely based on realistic business goals and priorities that aligned with your vision and dreams for the future. Because you have made some of your previous dreams come true and you are planning for the next phase of your success, you probably now need a new set of…

Read More

Overview of Virtual Estate Planning System (VEPS)

Virtual Estate Planning System Overview

Our online Virtual Estate Planning System (VEPS) is your portal to securely create, store, update, and share an estate plan that will help protect your legacy and your family for generations to come. The first step of the legacy planning process is to create the traditional set of estate plan documents that will cover the…

Read More

Overview of Virtual Estate Planning System (VEPS)

Virtual Estate Planning System Overview

Our online Virtual Estate Planning System (VEPS) is your portal to securely create, store, update, and share an estate plan that will help protect your legacy and your family for generations to come. The first step of the legacy planning process is to create the traditional set of estate plan documents that will cover the…

Read More

FREE Online Estate Planning Software

Free Estate Planning Software

Our FREE online estate planning software is an easy, efficient, flexible, and secure method of creating your estate plan. You can see exactly what your documents will look like, if you answered all of the questions properly and no customization is needed. Then, consult with your estate planning attorney before you finalize and execute your…

Read More

FREE Online Estate Planning Software

Free Estate Planning Software

Our FREE online estate planning software is an easy, efficient, flexible, and secure method of creating your estate plan. You can see exactly what your documents will look like, if you answered all of the questions properly and no customization is needed. Then, consult with your estate planning attorney before you finalize and execute your…

Read More