The on-line Virtual Estate Planning System (VEPS) on this site is your portal to securely create, store, update, and share an estate plan that will help protect your legacy and your family for generations to come.

The first step of the legacy planning process is to
create the traditional set of estate plan documents that will cover the legal and financial aspects of your plan.

After you have established the legal and financial foundation of your estate plan, the next steps involve planning your legacy and the successful transition of your estate to your family and heirs, so they and future generations benefit from the opportunities afforded by your wealth — both its tangible components (financial assets and real estate) and its intangible elements (values and life lessons; instructions and wishes to be fulfilled; personal possessions of emotional value) — rather than being hurt by it and eventually losing it.

Watch Legacy Planning Video: The New Wealth Paradigm


Create Your Legacy Estate Plan Now, to Protect Your Heirs Forever

  • You are about to produce documents on real software that lawyers use to create documents. By proceeding, you understand and agree that these documents are for your illustration only and you agree not to use them without first consulting a lawyer. You agree that lawyers may see issues and facts that would change your answers.
  • A considerable percentage of estate plans fail to meet all of their goals for non-legal, non-financial reasons. Help us to help you enjoy the appreciation of those your plan involves by sharing any concerns or questions.

It’s time to take the first step: Create the traditional legal and financial documents of your estate plan, so
let’s get started.

GET STARTED FREE

Start your Estate Planning Interview FREE!

GET STARTED TODAY

You don’t pay anything until your documents are ready for delivery.