Protect Your Wealth in 5 Simple Steps
Congratulations! The process of planning your estate is one of the greatest acts of LOVE.
Below is the list of items we need for your initial onboarding. 
Please allow us 7 - 10 business days to provide you with a comprehensive checklist for any items we may need after reviewing your file.



 Review and Sign Our Agreement
Empower us to support you in designing and implementing your plan.

If you are a couple, you and your spouse will needs to completea separate agreements.

Join the Generational Wealth Project
Choose your monthly membership level & pay your balance at the end of the process

Trust Planning Memberships start at $97/month

Complete Your Estate interview
Allow yourself an hour to answer the questions. 

You can save and continue where you left off.

Upload Your Documents
Please submit documents here to help our team keep your file updated and organized.



Schedule Your Estate Witnessing
Witnesses and notary services are provided at our office in Sandy Springs. 

Plan for 2 hours in our office to complete execution of your estate plan.