Steps to Complete the Process

Make the decision to begin creating your current Estate Planning documents – or updating your existing, outdated documents.
Complete and return the Financial Planning & Consulting Services Agreement.
Pay advisory fee to gain access to Wealth.com platform.
Pay an optional additional fee to engage the help of a financial advisor.
Pay an optional additional fee to be able to make unlimited changes to documents after the free first year.
We will send you an Estate Planning Pre-Meeting Worksheet.
Look for an invitation to create your login credentials with Wealth.com.
Complete your documents online.
Look them over and finalize them.
Print them up for safe keeping.
If applicable, get documents notarized and submit transfer deeds of your real estate to your new Trust.
Make future changes and updates as needed.

Let’s get started…

Please complete the form below to indicate your interest and preferences.

ESTATE PLANNING INTEREST FORM

Name

First Name

Last Name

Email

Phone

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What services are you interested in?

Estate planning documents for an Individual ($250)

Estate planning documents for a Couple ($500)

Optional one hour of assistance with a financial advisor for an Individual ($250)

Optional two hours of assistance with a financial advisor for a Couple ($500)

Optional annual subscription to make unlimited changes to documents for an Individual or Couple ($49, after first year)

What form of payment would you prefer to use?

Mail a physical check to our office

Pay by EFT (Electronic Funds Transfer from Your bank checking account)

Pay by Credit/Debit Card (Visa, Mastercard, American Express, Discover)

Pay from your non-retirement Altruist or Charles Schwab brokerage account managed by Encompass Advisory Services, LLC

How did you hear about us?

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