Get help on your end of life decisions.

Connecting you with us

1

In-Person Interview

We provide a questionnare electronically and we will meet to discuss how to meet your particular needs either in-person or virtually.

2

Personalized Plan

We create a customized plan that includes connections to qualified professionals and printable references to assist you.

3

Complete Your Tasks

We will schedule meetings and assist in decision and document-making sessions together.

4

Regular Follow-Through.

We will walk you through the entire process in completing desired next steps and provide a complimentary final review.

At FinishWell, we draw inspiration from the following quote:

“Starting strong is good. Finishing strong is epic."

— Robin Sharma

FAQs

Can I create a will on my own?

Yes, This activity is possible with a number of different online software. Filling out forms and documents may be a simple exercise. However, at FinishWell, we think that it might be easier to think through the process together with help. Sometimes slight complexity or changes in circumstances may require additional help to ensure a speedy probate process. Additionally, if there is complexity, we would involve an estate attorney that we recommend.

What tools would you use for creating a will or estate plan?

FinishWell recommends a number of different possibilities that we can walk through. We can discuss that in our consultation

We completed our documentation, what’s next?

FinishWell wants to ensure that your well-being and legacy are maximized in the years remaining. Therefore, upon completion of our particular service, we will have a post-service completion interview and offer some additional suggestions for future needs that you may need.

What is a resident process agent?

In the event that an executor or personal representative of a decedent is out of state, you can appoint someone who lives in the state to assist in the handling of affairs inside the state where the probate is taking place.

I have a specific need or project scope, help?

With FinishWell, we can sit down with you and determine what we can do for you and create a custom agreement.

Let us help you accomplish your goals.