Complimentary Guided Estate Plan - 3 Options

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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.

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.

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.”