Call Us: 1-801-770-0800

Estate Planning

How it Works

Schedule Your FREE Consultation

What You Can Expect

Say goodbye to expensive attorney fees and hello to hassle-free estate planning. Our software-guided process streamlines setup while our attorneys certify it at a fraction of the cost. Simplify your estate planning today.

Schedule A Consultation

We will do a quick intake that allows our attorneys to make a recommendation of either a will or a revocable trust

Complete Plan in Our Software

We work together to complete the estate plan in our software - naming beneficiaries, guardians, etc.

Generate Documents

The software will generate the attorney approved documents and then you take care of payment with a credit or debit card

Delivery

We will then print and ship your documents in a 3-ring binder

Finalization and Execution

You will receive next step instructions on signing and executing your documents.

Tailored Documents

We are built to accommodate you and your family, which means we aren’t just a form. We connect you with an attorney who reviews your unique scenario and creates tailored documents.

  • Revocable Living Trust

  • Last Will and Testament

  • Financial Power of Attorney

  • Healthcare Power of Attorney

  • Living Will/Advanced Directive

  • Attorney assigned to file

  • Cloud Storing and Sharing

  • 100% Money Back Guarantee

When Should You Start an Estate Plan?

Many financial advisors would recommend starting an Estate Plan the moment you become a legal adult, and updating it every three to five years after that. The reason for this is because at 18, you are newly responsible for your finances, healthcare (in some states), and power of attorney; and you want to consistently make sure everything is accounted for. However, for most young adults an estate plan is the furthest thing from mind — which is normal.

But there are a few common life events that warrant prioritizing your Estate Plan that one should never ignore. No matter what your age, consider the following life occurrences as signs to start (or update) your Estate Plan:

As soon as you start a savings account

Marriage & Remarriage

First child, and each one after

Divorce

The purchase of a home or other property

Before a big trip

Inheritance of money or other assets

Grandchildren or births in the family

© Copyright 2023. 4 Sight All rights reserved.

Contact