Planning for the future is one of the most important things you can do for yourself and your loved ones. With your PRIME Estate Plan, you can be sure your legacy is protected for the next generation. This article outlines the next steps for setting up and completing your PRIME Estate Plan through our intuitive online portal.

You will receive an email from [email protected]. Click the blue "Get Started" button.

You'll be prompted to create a username and password before accessing your dashboard. Complete your profile set up to gain access to your estate planning tools.

To login any time after you've set up your login information, click here.

Once inside the portal, you will be guided through a process of gathering essential information needed to complete your estate plan, such as marital status, family details, an asset inventory, etc.

The majority of the questions are about you and your general wishes. Nothing should stop you from completing these questions as soon as possible. Make sure to double-check your entries for accuracy!

Most clients complete the personal information entry section in about 30 minutes. If you come prepared, it should go by quickly!

An asset schedule is a comprehensive list of all your assets. This is an optional document that serves as a reference for your trustees, executors, and beneficiaries to make sure all assets are properly accounted for. To fill out this document, we recommend that you gather information about your assets, including bank accounts, real estate, and retirement accounts.

Using the information provided, the portal will generate your documents. These include:

Before finalizing your documents, review each document to confirm its accuracy and make any necessary changes.

Please note: Any changes made to your documents between the time they've been finalized and when they're delivered will not be reflected in your final binder. If you do need to make changes, you're welcome to do so... just note that you'll need to print out the updated documents and replace the outdated ones in your binder once you receive it.

Once you finalize your estate plan, we will print and mail a professional estate planning binder to you. You can expect to receive it within 2–3 weeks. This binder includes:

When you receive your binder, review your printed documents. There are a few forms that will still require your attention, such as determining your healthcare directives (found in your living will), completing your personal letter of direction, and filling out your "information for survivors" form.

To make your estate plan legally binding, you must sign and notarize the signature page of each document.

Yes! Your estate plan can be updated as you encounter changes in your life. You can make these changes through your client self-service portal. Updated documents will not, however, be professionally printed and mailed to you. You'll need to download the digital copy generated through your portal, print it, and replace the old documents with the new ones in your binder.

After everything is signed and notarized, we do recommend uploading the final versions to your estate portal. While this is optional, it's a good idea because it provides an additional layer of security in case your physical copies are lost or damaged.

A revocable living trust is only effective if your assets are properly transferred into it. This process, known as "funding the trust," ensures that your assets can bypass probate when the time comes.

Life changes... so should your estate plan! Events like marriage, having children, or acquiring new assets may require updates to your documents.