Our Process

First

You will answer a few questions to determine if My Simple Estate Plan is appropriate for you and your family. The answers to these questions will help us ensure that you, your family and your assets are protected by the Simple Estate Plan Package.

Second

Once we have determined that a Simple Estate Plan Package is right for you, you will complete a questionnaire which will ask for necessary information to prepare your documents, such as names, addresses, dates of birth and telephone numbers. 

Third

We will prepare all of your documents and send them to you via email with detailed instructions on how to fully execute your documents to give them full force and effect.