WELCOME TO YOUR CLIENT PORTAL

Your Estate Planning Process, All in One Place

Complete your client intake, access helpful resources, and return anytime for funding guidance and ongoing support.

START HERE: A QUICK WELCOME FROM STEPHANIE

WHAT TO EXPECT

A Clear Process From Intake to Funding

Estate planning can involve a lot of decisions, so we have organized the process into clear steps. Your client intake gives our team the information we need to understand your family, priorities, and planning goals before we move forward together.

You can complete the intake at your own pace and return to it if you need more time. Once your information is submitted, our team will review it and guide you through the next steps.

Complete your intake at your own pace

Review your goals and planning decisions with our team

Return after signing for funding guidance and ongoing support

START OR CONTINUE YOUR INTAKE

Your 3-Step Estate Planning Process

Complete Your Intake

Fill out your client intake at your own pace so we can better understand your family, goals, and planning needs.

Review Your Plan

Once submitted, our team will review your information and help guide you through the next steps in your estate planning process.

Funding &

Client Resources

Return to your portal anytime for educational resources, document support, and funding instructions after your plan is complete.

Ready to begin?

Start or Continue Your Intake

CLIENT RESOURCE

Estate Planning Terms Made Easier

Estate planning comes with unfamiliar terms and important decisions. Our Estate Planning Guide was created to give you a clear, plain language reference you can use throughout the process.

Use it to learn more about common planning concepts, the roles people may serve in your plan, and the documents you may encounter along the way.

Trusts, wills, and powers of attorney

Trustees, beneficiaries, guardians, and other key roles

Common planning decisions and what they mean for your family

Goldtree Estate Planning provides estate planning education, coordination, and implementation support. Goldtree Estate Planning is not a law firm and does not provide legal or tax advice. Estate planning documents are attorney drafted through an independent document preparation provider. Individual circumstances and state laws vary. When legal or tax advice is needed, clients should consult an appropriately licensed attorney or tax professional.