How It Works
A simpler way to plan, with real attorney guidance.
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Step 1: Tell Us About Yourself
Create an account and answer a series of straightforward questions about your circumstances, priorities, and wishes.
Work at your own pace. Your progress is saved so you can return when convenient.
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Step 2: Review Your Choices With an Attorney
Thomas E. Scartz reviews your information and the proposed plan.
You can schedule a personal conference to discuss your choices, ask questions, and address any recommendations or decisions that need attention.
You’ll also receive an understandable summary of each proposed legal document, highlighting its key provisions.
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Step 3: Complete Your Plan
Once your plan is finalized, you can review the document summaries and make your purchase.
Your completed documents are then made available with instructions for the steps necessary to execute them properly.
Before You Begin
Creating an account allows you to save your progress and return whenever it’s convenient.
Everwell does not ask for Social Security numbers or bank account numbers in its estate-planning questionnaire. We also provide options for deleting eligible account information.
We encourage you to review Your Privacy before getting started.
No payment required to begin.