How to Get Started
To begin the estate planning process, our Scheduling Team will connect with you to schedule a telephone appointment with one of our Estate Specialists.
1. The first meeting, which takes 30 to 40 minutes, focuses mainly on gathering information and understanding your personal goals.
2. Immediately after the initial appointment, we will send you a summary of the information gathered along with a document entitled, “Biblical Perspectives of Estate Planning.” We then develop a preliminary estate design proposal that becomes the primary focus of the next phone meeting.
3. At this juncture, we will connect with an attorney to move into the drafting phase. We are able to introduce you, over the telephone, to an attorney in our network that will draft your documents at a reduced rate. If you already have a relationship with an attorney, we are happy to work together to complete your estate plan.
4. The Estate Specialist will continue to work with you until the proposal is finalized and all of your goals have been met. Upon completion, we send you a binder for your documents and our final estate design proposal. This binder also contains a very helpful booklet entitled "Memo to Loved Ones" which we will review with you.
To meet with a Estate Plan Specialist call 800-876-7958 or submit the form below: