1

We Prepare Your Agreement
Our team drafts your Client Care Program agreement based on the information you just submitted.
You’ll receive it by email, along with instructions for signing and paying the enrollment fee.
 

2

You Sign and Submit Payment
Sign your agreement and submit payment online.
Your membership begins on the date we receive your payment.

3

We Call to Schedule Your Review
Our team will call you to schedule your annual estate plan review meeting at a time that works for you.