Thank You for Choosing the Freedom Plan!

We appreciate your decision to entrust your estate planning to us. Your journey towards a secure future has just begun, and we are excited to walk with you every step of the way. You are not alone in this process – our dedicated Freedom Trust Plan Advisors are here to ensure a smooth, convenient, and comprehensive estate planning experience.

What's Next?

Watch your email for your Personalized Plan Overview document. It will looks something like the example shown, but have specific details based on the choices you made while completing the Plan documents.  

Then, to help us get started on your unique Freedom Plan, we encourage you to schedule your initial meeting with one of our Freedom Trust Plan Advisors.  

This personalized session is a critical first step in our process, offering you the opportunity to discuss your goals, ask any questions you may have, and learn about the different options available to you. 

How to Schedule Your Meeting

Right on this page, you’ll find our appointment calendar. Here’s how to use it: 

  1. Pick a Date: Look through the available dates and select one that suits you best. 
  2. Choose a Time: We offer various time slots throughout the day to accommodate different schedules. Choose the one that’s most convenient for you. 
  3. Confirm Your Appointment: Once you’ve selected your date and time, confirm your appointment. You’ll receive a confirmation email with the details of your meeting. 

This meeting will be held remotely, providing you the convenience of discussing your estate planning needs from the comfort of your home. 

Prepare for Your Meeting

To make the most of your meeting, we recommend taking a bit of time to review your Freedom Plan Overview document. That way you have a list of questions for us when we meet.  

Remember, you can still make changes anytime!  

Do you have any specific asset allocations? Who gets your stuff?  

Are the people you chose for your healthcare and financial powers of attorney the right ones?  

Are there any specific concerns you have about the process? 

Gathering your thoughts on these topics will allow us to provide you with the most effective and personalized advice. 

Your Journey Towards Freedom

Remember, the Freedom Plan is more than just a one-time transaction. It’s an ongoing relationship aimed at keeping your estate plan up-to-date with your life’s changes. With us, you get living documents that you can amend when your circumstances change, offering you true freedom and peace of mind. 

We look forward to meeting you and getting started on your Freedom Plan. If you have any questions before your meeting, don’t hesitate to reach out to us by email at:

Thank you once again for choosing the Freedom Plan. Your journey towards a secure and understandable estate plan starts here!