Discover Your Planning Profile
Understanding what legal documents you need is the first step toward protecting your legacy. Choose how you'd like to create your free planning profile.
Interactive & Fun
Estate Planning Adventure
A gamified experience that makes estate planning engaging and fun
- Interactive story-based approach with game elements
- Visual guidance from our Estate Planning Wizard
- Learn estate planning concepts as you play
- Takes approximately 10-15 minutes to complete
Perfect for visual learners and those who prefer an engaging, interactive experience.
Quick & Direct
Traditional Interview
A straightforward questionnaire to quickly identify your planning needs
- Straightforward question and answer format
- Efficient process with clear explanations
- Professional assessment of your planning needs
- Takes approximately 5-7 minutes to complete
Ideal for those who prefer a direct, no-nonsense approach to estate planning.
Why Create a Planning Profile?
Your planning profile helps us understand your unique situation and recommend the right legal documents and strategies to protect your assets and legacy.
Personalized Guidance
Get recommendations tailored to your specific family and financial situation.
Identify Vulnerabilities
Discover potential gaps in your current estate plan that could put your assets at risk.
More Productive Meetings
Completing your profile before a consultation makes our meetings more focused and effective.
