Plan Design Meeting

Thank you for choosing me to assist with your estate plan. Learn how we securely prepare your documents and how to book your Plan Design Meeting.

Secure Document Sharing via Dropbox

You will receive access to a shared Dropbox folder containing fillable PDF worksheets. Dropbox allows us to securely exchange information and drafts without email or mail. If you don't have Dropbox yet, you can sign up for a free account here. For help adding the shared folder, view these instructions.

Filling Out Your Worksheets

Use Adobe Acrobat Reader to complete your worksheets. If you don't have it, you can download it here. Important: If you're using a Mac, avoid the Preview app. It can corrupt fillable forms. Instead, save your completed form as a new PDF before uploading it.

Schedule Your Plan Design Meeting

• Basic Trust Plan – 45 Minutes: Book In-Person Meeting or Book Zoom Meeting
• Enhanced Trust Plan – 90 Minutes: Book In-Person Meeting or Book Zoom Meeting

Need Help?

If you have questions about Dropbox setup or your worksheets, contact me directly. I'm here to make the process simple and secure for you.