Resources

Create

Learn How to Create an Estate Plan Using the Online Platform
Create
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Sign

Learn how to sign documents and make them legally binding

Fund

Ensure that real estate and all other assets are transferred into your new trust.

Share

Learn how to share documents with those you have named in your plan

Amend

Learn how to update and make changes to your estate plan using the online platform

Settle

Learn what to do when someone dies

Settle
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The Documents

Learn the specifics of essential estate planning documents
The Documents
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Education Center

Learn about estate planning concepts

Education Center
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F.A.Q

Frequently Asked Questions

Frequently Asked Questions
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Submit a Ticket

If you have any issues, questions, or concerns in the process of using our tool. Let us know and we’ll work with you towards a solution.

Customer Service Center
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Webinars

A Collection of Training Videos Walking You Through How to Use The Platform

Webinars
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