1. Complete a questionnaire with all the information needed for a complete estate plan.

2. We draft your complete estate plan, making sure it is legal, effective, and reflects your wishes.

3. We send you the documents, with a letter clearly explaining how your estate plan works, and instructions on how to sign everything.

If you have questions at any point in the process, you can schedule a free 15-minute session with a Catholic Estate Plan professional. We love getting to know our clients, answering questions, discussing your family and assets, and helping you ensure that your plan meets your estate planning needs.