Resources
Create
Learn How to Create an Estate Plan Using the Online Platform
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Sign
Learn how to sign documents and make them legally binding
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Fund
Ensure that real estate and all other assets are transferred into your new trust.
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Share
Learn how to share documents with those you have named in your plan
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Amend
Learn how to update and make changes to your estate plan using the online platform
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Settle
Learn what to do when someone dies
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The Documents
Learn the specifics of essential estate planning documents
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Education Center
Learn about estate planning concepts
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F.A.Q
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.
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Webinars
A Collection of Training Videos Walking You Through How to Use The Platform
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