Engagement confirmed
Your plan is ready. The next step is your guided intake — about fifteen minutes, saved automatically as you go.
Your guided intake
We collect the details your documents require — family, assets, fiduciaries. It already knows what you told us.
Attorney review
Your plan is personally reviewed by K. Alan Becker, Esq. before anything is finalized.
Your documents
Your finished plan appears in your dashboard, with signing instructions.