A Structured Process from Start to Finish
Clear milestones from Estate Risk Scan through document signing. Most families complete the process within 3–4 weeks.
Estate Risk Scan ($750)
A focused, deliverable-driven session that confirms fit, determines your plan level, and gives you written work product. The $750 fee is credited 100% toward your engagement if you move forward within 90 days.
60–75 minute working session tailored to your situation
Written Estate Risk Summary of exposures and gaps
Family Tree diagram of your planning structure
Recommended Tier memo with scope and timeline
No obligation—if the platform isn't a fit, we'll route you appropriately
Intake + Drafting
Complete a structured intake questionnaire. We prepare your documents using standardized, attorney-reviewed templates.
DecisionVault questionnaire—comprehensive but organized
Document preparation using WealthCounsel platform
Attorney review of all documents for accuracy and coordination
Communication via secure client portal
Typically 1–2 weeks to completion
Signing + Funding Roadmap
Execute your documents in a formal signing meeting. Receive a coordinated funding roadmap for asset retitling.
In-person or remote signing meeting
Detailed funding checklist organized by asset category
Guidance on retitling accounts and updating beneficiaries
30-day follow-up review included
Optional funded coordination service available
Typical timeline: 3–4 weeks from engagement to signing
The timeline depends on how quickly you can gather information and return completed intake materials. Most families prioritize the process and move through it efficiently.
Clear steps remove uncertainty
Estate planning is easiest to complete when the process is transparent. By defining each stage clearly—what happens, when, and what you're investing—families stay focused and move through planning without second-guessing.
Ready to Begin?
Start with a brief qualification step. If TrustYourEstate is a fit, we'll schedule your Estate Risk Scan and guide you through the entire process.