1-405-669-3455

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    • HOME
    • WILLS & TRUSTS
    • Worth of Life
    • Infinite Banking
    • Business-Continuity
    • Oklahoma Sample Docs
    • Testimonials
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      • Real Estate Investors
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  • HOME
  • WILLS & TRUSTS
  • Worth of Life
  • Infinite Banking
  • Business-Continuity
  • Oklahoma Sample Docs
  • Testimonials
  • Who We Serve
    • Real Estate Investors
    • Blended Families
    • Business Owners
    • Families W/Life Insurance
    • Widows & Widowers
  • Privacy Policy
WE BUILD LIFELINES

GUIDED ESTATE PLANNING SERVICES

GUIDED ESTATE PLANNING SERVICESGUIDED ESTATE PLANNING SERVICES

Complimentary Guided Estate Plan - 3 Options

"Do It Yourself"

Guided Sessions to Prepare a Hand-Off to an Attorney

Guided Planning Sessions Ready To Be Notarized

What this means

  • You use the Guided Estate Planning platform on your own 
  • You answer questions without professional guidance 
  • Documents may be generated, but without coordination 

Pros

  • Lower upfront cost 
  • Better than doing nothing 

Cons

  • Easy to misunderstand key decisions 
  • No one pressure-tests choices 
  • High risk of misalignment with insurance, beneficiaries, or real life 
  • Common gaps around guardianship, funding, and incapacity 

Who this fits

  • Very simple situations 
  • Clients who want minimal involvement and accept risk 


“DIY tools help with forms — they don’t help with judgment.”If customers can’t find it, it doesn’t exist. Clearly list and describe the services you offer. Also, be sure to showcase a premium service.

Guided Planning Sessions Ready To Be Notarized

Guided Sessions to Prepare a Hand-Off to an Attorney

Guided Planning Sessions Ready To Be Notarized

What this means

  • We meet in guided planning sessions 
  • I help you think through each decision 
  • Your wishes are clearly organized 
  • Final documents are produced and ready for notarizing 

Pros

  • Clarity and confidence
  • Fewer mistakes 
  • Decisions reflect real life, not just checkboxes 
  • Saves time and frustration 
  • Strong coordination with beneficiaries and funding 

Cons

  • Not designed for complex legal or tax strategies 

Who this fits

  • Most families 
  • Parents with minor children 
  • Blended families with moderate complexity
     

“This is guidance plus execution — not just paperwork.
”Having a big sale, on-site celebrity, or other event? Be sure to announce it so everybody knows and gets excited about it.

Guided Sessions to Prepare a Hand-Off to an Attorney

Guided Sessions to Prepare a Hand-Off to an Attorney

Guided Sessions to Prepare a Hand-Off to an Attorney

What this means

  • We complete Guided Estate Planning sessions first 
  • Your wishes, decisions, and priorities are clarified 
  • A clean summary is prepared for your attorney 
  • Attorney drafts final legal documents 

Pros

  • Highest level of clarity 
  • Saves attorney time (and often fees) 
  • Reduces back-and-forth 
  • Ensures documents match your actual intentions 
  • Ideal for complex or high-stakes situations 

Cons

  • Attorney fees are separate 
  • More steps — but far fewer surprises
     

Who this fits

  • Business owners 
  • High-net-worth families 
  • Multi-state property owners 
  • Tax-sensitive or complex family situations
     

“You don’t pay an attorney to extract your wishes — you pay them to document them.”

Keeton Group Guided Estate Plan

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Dave Hill, Authorized Infinite Banking Practitioner

Dave Hill Agency, Mustang, OK

Associated with Keeton Group LLC, Dallas, TX

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  • Families W/Life Insurance
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  • How It Works

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