Planning for the future is one of the most important things you can do for yourself and your loved ones. Prime Corporate Services makes the process easy and stress-free, guiding you through each step to ensure your estate plan is comprehensive and legally sound. Follow these steps to secure your legacy today.
You will receive an email from “estateplan@primecorporateservices.com” and be prompted to create a username and password before accessing your dashboard.
Need Help? Join a live webinar for a guided walkthrough. Schedule a session here.
Once inside the portal, you will be guided through a questionnaire to input essential information that we need to complete your estate plan, such as:
The majority of the questions are about you and your general wishes. Nothing should stop you from completing these questions as soon as possible.
Using the information provided, the portal will generate your Revocable Living Trust, Pour-Over Will, Financial and Healthcare Powers of Attorney, and Living Will (Medical Directives).
If you need assistance, Prime Corporate Services provides experienced support to ensure all documents are completed correctly. For help, please email estateplan@primecorporateservices.com.
Once you finalize your estate plan, Prime Corporate Services will print and mail a professional estate planning binder to you. You can expect to receive it within 10 to 14 business days.
To make your estate plan legally binding, you must sign and notarize each document following state guidelines. You can find detailed instructions on notarizing your documents here.
Can I update my documents later? Yes. Our client self-service portal makes updates and changes to your estate plan simple and accessible anytime.
A Revocable Living Trust is only effective if assets are properly transferred into it. This process, known as “funding the trust,” ensures that assets bypass probate. View detailed instructions on how to fund your trust here.
Life changes, and so should your estate plan. Major events like marriage, having children, or acquiring new assets may require updates to your documents.
Reminder: Prime Corporate Services client self-service portal allows you to make updates anytime, ensuring your plan always reflects your wishes.
Click below to begin your estate planning journey and secure your future with ease.
Login to Create or Make Updates to Your Estate Plan Now
Need help?
Sign up for the informational webinar here.
Email questions to: estateplan@primecorporateservices.com
The link to set up your dashboard is time-sensitive and expires after 72 hours. If your link expired, reach out to estateplan@primecorporateservices.com to request a new one.
After you’ve completed your documents, our team will print and mail you a bound copy of them. Please note that these documents are not legally binding until all of the signature pages are signed and notarized. Review your documents carefully for any unresolved sections prior to signing and notarizing them.
While we will send you printouts of your documents, you’ll also have the ability to print additional copies directly from the platform at any time.
After everything is signed and notarized, we recommend uploading the executed versions to your estate portal. While this is optional, it’s a good idea because it provides an additional layer of security in case your physical copies are lost or damaged.
There are two options for making changes to your estate plan.
Please note that updating your estate plan, with both minor and major changes, will cause your documents to be regenerated. This means you will receive new documents in the mail and be required to sign and notarize them in order to finalize them.
During your first year, these changes are free of charge. After that, you can make as many updates as needed for a $199 fee per new document.
If you’d like, you can also invite others to view your documents directly on the platform. This is particularly useful for your designated trustee or any individuals assigned to receive powers of attorney. Of course, inviting others to view your documents is entirely optional.
