From "where do I start" to "it's in order."

Six steps. Families and owners share the same path. Owners add the business along the way.

1. Tell us where you live and what you have.
Pick your state or province. We load its rules and document names. Upload any papers you have, or skip ahead.
Owners: Take the 5-minute check. It sets up your business inside your plan.
Time: About 10 minutes.
2. See where you stand.
We read what you upload and show a plain-English summary. You check and accept every fact. Then we list what is missing.
Owners: See your estimated value range, your best path, and your gap.
Time: A few minutes.
3. Answer one question at a time.
Each screen asks one thing and explains why it matters. Everything saves on its own.
Owners: Work through readiness steps, one at a time, in your workspace.
Time: 20 to 30 minutes per sitting, over a few sittings.
4. Bring in your people.
Invite a family member, your lawyer, your accountant, or your financial advisor. You choose what each one sees.
Owners: Give your accountant or banker an advisor seat.
Time: A few minutes to invite.
5. Sign the right way.
Print your documents and follow the signing checklist for where you live. Your will is signed in ink with witnesses.
Want a lawyer to look first? Lawyer review is a flat $299.
Time: 30 to 60 minutes for most families.
6. Keep it current.
A person on our team watches for law changes and tells you if your plan is affected. We prompt you after big life changes.
Owners: Your value tracker moves as you close gaps.
Time: A few minutes per update.

You're never on your own.