After you submitted the form on our No-Frills Basic Estate Planning page, your information went to our team to add you to our system and set up your estate-plan project.

When the project is ready for you to work on, you will receive two emails. The first, from our document-management tool, Filevine, will invite you to set up an account using your email address and a password of your choosing. The second email lists the steps to take to start filling out the questionnaire we will use to generate your estate planning documents. When you are finished with the questionnaire we will generate your documents and send you a link to the final product. You then download, print, and arrange to sign the finished documents.

These videos give more information on the process, and you will find frequently-asked questions at the bottom of the page.

Frequently Asked Questions

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If, after reviewing the resources at this page, you still have unanswered questions, please contact us at