Get started by participating in our self-guided seminar. Whether you use a will or a trust, you will want to learn about the basic steps to the planning process.
Start the seminar today and finish at your leisure. You will log in to your own section of our website. Simply progress through the steps at your own pace. We will ask a few questions about your family, your assets and your general plan in order to tailor the seminar to your needs.
Receive tips and insights along the way to help you clarify your general plan. Discover how to choose a health care agent to speak on your behalf, how to name a guardian for your young children, how to avoid tax by including your favorite charity and how to protect your assets for your children.
When you are finished with this process, which will take about thirty to forty minutes (remember: you can do it a little at a time), we will lead you to the next step. Make an appointment for a phone call, a skype session or an in-person meeting.
When we visit with you, we will let you know the estimated
timeline and fees to complete your documents and set up a time to sign all the papers. You will
end the estate planning process with the peace of mind that comes to those who
organize their affairs.
Congratulations on taking the first step! We will install a login button to click soon to begin online. In the meantime, please call Margaret at 608 661-4500 to receive information and a simple questionnaire by email or regular mail.