Will and Trust Service, LLC
One New Hampshire Ave. Suite 125
Portsmouth, NH 03801
603-610-0907
1) Appointment Prep: You will receive the Estate Planning Appointment Guide to complete, so you are prepared for the first appointment.
2) Data Input Appointment: We will ask you questions and guide you through creating the basis of your estate plan.
3) Document Creation (2 weeks): Our attorney will review your estate needs and create the legal documents. Your estate planning package will be sent to our office to be reviewed, signed, and notarized during your follow up appointment. In unique situations, our attorney may need to follow up with you to ask clarifying questions.
4) Execution and Funding: We will work with you to make sure your estate plan is executed and funded
Get started now!
We take all of the anxiety out of the Estate Planning Process. Our attorney will guide you to choose the type of plan that may be right for you and we'll let you know all of the steps involved in the process. Once this is complete, we walk you through the rest of the process from attorney recommendations through document signing and delivery and even funding your trust.
A revolutionary new way to collaborate.
Advisor - Client - Attorney
Why?
Because most estate planning should be simple, convenient and affordable.
With The Will and Trust Service, LLC, we guide you every step of the way, helping create a secure estate plan to protect your and your loved ones.
With The Will and Trust Service, LLC, we guide you every step of the way, helping create a secure estate plan to protect your and your loved ones.