How it Works
A Simple Process. Peace of Mind for Your Family.
We've made estate planning simple, secure, and convenient-so you can focus on what matters most.
Your Step-by-Step Process
CHOOSE A PACKAGE
Select the package that best fits your needs and provides the protection your family deserves.
FILL OUT CONTACT INFORMATION
Provide your basic contact information so we can create your account and guide you through the next steps.
RECEIVE EMAIL TO REGISTER
After your choice is made and payment is completed you will receive an email from Advanced Legacy Services to Register and start your planning process.
COMPLETE & RECEIVE YOUR DOCUMENTS
You can print the documents as soon as they are completed or you can choose to have them professionally printed and mailed to you.
NOTARY AVAILABLE UPON REQUEST
A notary is available upon request to help make your documents legally valid and complete.
ATTORNEYS AVAILABLE UPON REQUEST
Attorneys are available upon request through our secure Wealth.com portal.
Secure & Confidential
Your information is protected through the secure Wealth.com platform.
Support when you need it
We're here to guide you every step of the way.
Done in the Comfort of Home
Work at your own pace, from anywhere, on your schedule.
One Price. Total Value.
Simple, transparent pricing for complete peace of mind.
Protect What Matters Most.
Start your legacy plan today and give your family the peace of mind they deserve.
Your legacy. Our Priority.