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How Do I Get Started

Virtually every adult should have a Will and review it at least every three (3) to five (5) years (or when a major life event has occurred such the birth of the baby, death of a beneficiary, new property purchase, etc.)

It is normal for people to delay in preparing a Will. Many find the process overwhelming and are unsure of what information is needed. 

To relieve all these pressures, we are pleased to introduce our Simplified Estate Planning System. We will guide you every step of the way to ensure your family is protected. Act now and invest in your family's future.

Please contact Shayle Rothman at [email protected] and he will immediately forward a copy of the Will Intake Form and walk you through the process step by step.

For further information please call us at 1-855-466-3801

Wills and Powers of Attorney

REQUEST BY(name in full):
Current Home Address:
(include city and code)
Date of Birth:         I am: malefemale
Telephone:  Res- Cell-
Bus:          Fax: 
Marital Status:      Married Single Divorced Widowed Common Law
If married:      1st time marriage 2nd time marriage 3rd time marriage
If currently officially married, and you live together, spouse's name :
Details of children of any prior marriage or relationship (prior to existing marriage or existing relationship). State names and dates of birth and whether son or daughter:
Details of children of current marriage or relationship (state names and dates of birth and whether son or daughter):
Equal shares for all subsequent children. Yes No


Alternate Executor
Failure Gifts
Cash Legacy


Your Name(s)
Power of Attorney
Alternate Attorney

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