Estate Planning & Will Preparation
Secure Your Legacy. Protect Your Loved Ones.
We believe that thoughtful planning is an act of love. That’s why we now offer a comprehensive, attorney-prepared estate plan at a flat rate of $500 (a value of over $3,000), for school families, alumni, and supporters. With professional coaching and simplified guidance, we help you chart a clear path for the future, so your wishes are honored, and your family is spared needless stress.
Why This Matters
Without proper estate planning, even your best intentions may be left in limbo.
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In the U.S., only 42% of adults have estate documents, such as a will or trust. With children under 18, that statistic falls to just 36%.
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Without a plan, courts may decide who receives your assets—or who cares for your children—regardless of your wishes.
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Taxes, probate delays, and family disputes can all escalate in the absence of clear direction.
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If you want to leave a lasting legacy by establishing a restricted fund with a charitable organization, including them in your estate plan is ideal.
How the Process Works
1. Fill out the online form below
2. Sign-up & payment
$500 fee with a signed agreement.
3. First meeting
Data-gathering session with your Estate Coach (zoom or in-person).
4. Homework
Gather any missing information.
5. Presentation
Receive and review booklet with personal estate details. Discuss tax and charitable options (if applicable).
6. Legal drafting
Forward Legal or your attorney prepares the legal documents.
7. Finalizing
Sign documents at the second appointment with your attorney. Most complete the entire process in 6-10 weeks, from form submission through execution.
Get Started Today!
Your legacy deserves clarity, and your loved ones deserve certainty. Begin the process now by filling out our form below. A coach will follow up to guide you through the next steps.