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 AgreementEmpower 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
Complete Your Estate interviewAllow yourself an hour to answer the questions.
Upload Your DocumentsPlease submit documents here to help our team keep your file updated and organized.
Schedule Your Estate WitnessingWitnesses and notary services are provided at our office in Sandy Springs.
