family

As an authorized facilitator you will be able to arrange for your clients’ Express Estate PlansSM  using a simple process:

  1. Share the benefits of having an Express Estate PlanSM with your existing clients and prospective clients.
  2. Gather the necessary client information using the ExpressEstate PlanSM Workbook.
  3. Schedule your client’s initial telephone conference with our attorney
  4. Enter client’s information into this web site using your personal access code, and forward client’s paper work to the attorney.