How It Works

Step-by-Step Guide

1. Schedule Your Consultation

Start by booking a free consultation with an Imagine Law advisor or begin the process online. We’ll discuss your goals, answer your questions, and help you select the right estate planning package.

2. Provide Your Information

Complete a secure online questionnaire or meet with your attorney to share details about your family, assets, and wishes. Our process is designed to be simple and stress-free.

3. Document Preparation

• Self-Guided Option: Our platform generates your legal documents based on your responses.
• Attorney-Guided Option: A licensed attorney prepares and reviews your documents, ensuring they’re customized for your needs.

4. Review & Finalize

You’ll have the opportunity to review your documents and ask any questions. For attorney-guided clients, your attorney will walk you through every detail.

5. Signing & Notarization

Receive clear instructions for signing and notarizing your documents. For attorney-guided clients, we can arrange a mobile notary for your convenience.

6. Funding & Implementation

We provide step-by-step funding guides to help you transfer assets into your trust and ensure your plan is fully effective.

7. Ongoing Support

Need to make changes or have questions in the future? We’re here to help with updates, support, and guidance whenever you need it.

What to Expect at Each Stage

  • Personalized Guidance: Friendly, expert support from start to finish.
  • Clear Communication: We keep you informed at every step.
  • Confidentiality: Your information is always secure and private.
  • Peace of Mind: Know your wishes will be honored and your loved ones protected. 

Frequently Asked Questions

Do I need an attorney to create a will or trust?

While you can create basic documents yourself, attorney review ensures your plan is legally sound and tailored to your needs.

Most clients complete their estate plan in 1–3 weeks, depending on complexity and responsiveness.

A will takes effect after death and usually requires probate. A trust can manage assets during your lifetime and typically avoids probate, offering more privacy and control.

Yes! You can update your estate plan as your life or wishes change.

Absolutely. We use secure technology and strict privacy practices to protect your data.

Ready to get started?

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    Imagine Financial Group LLC, Imagine Real Estate LLC & Imagine Law LLC (collectively referred to as “Imagine”) is a financial services marketing company offering a vast array of financial products and services. Imagine does not provide tax or legal advice. Insurance provided through Imagine Financial Group, LLC in the states where it is licensed. In California, insurance offered through IIG Imagine Insurance Marketing (License # 6014226). Qualified Plans offered through Imagine Law LLC. This website is not a solicitation for any securities product. Always consult with an attorney or licensed investment advisor before making any investment decisions.

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