Planning for the future is one of the most important things you can do for yourself and your loved ones. With your Unlimited 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 Unlimited Estate Plan through our partnered legal firm, Guardian Law.

Shortly after you’ve purchased your estate plan, you will receive an email from Taxdome inviting you to set up your client portal. This portal, available both online and via a mobile app, allows for streamlined communications, secure document delivery, and more!

At the time you purchase your estate plan, your PRIME business advisor will schedule an estate interview with Guardian Law. If you were not set up with an appointment or would like to make a new one, you can do so here.

You will receive an email confirming your appointment, which will also include a link to reschedule if needed.

Your estate plan interview will take about 20–40 minutes. During this call, you will speak with a paralegal to provide essential information needed to complete your estate planning documents. They’ll ask you specific questions and guide you through the entire process to make it easy for you!

After your estate interview, a paralegal will draft your estate plan within the next day or two (or, if you completed a worksheet instead, about a week from the time they receive it). You will then receive an email containing your estate plan draft and a link to schedule your draft review with a senior paralegal or, in the case of more complex estate plans, an attorney. During this call, you’ll simply review all of the documents to ensure your draft is correct and comprehensive. You’re able to request adjustments as necessary during this call and schedule an additional review call to go over the adjusted documents if you desire.

Once you’ve given your final approval, your estate planning documents will be professionally printed, bound, and shipped to you. Your binder will include an instruction letter explaining exactly what to do and how to find key components of your estate plan.

Your binder will be organized and labeled with tabs for each section. You will also find color-coordinated sticky notes indicating which documents need to be signed and by whom. Your instruction letter will outline the color code for ease of use.

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 by emailing [email protected] or requesting an amendment call through your Taxdome portal. Updated documents will not, however, be professionally printed and mailed to you unless requested. Instead, 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 Taxdome 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! Major events like marriage, having children, or acquiring new assets may require updates to your documents.