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River Village Plaza  5256 S. Mission Rd. 703 #201  Bonsall  California  92003     (760) 536-9649





NEW CLIENT REGISTRATION

Your Information
Prefix:
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First Name: Mid. Initial:Last Name: 
Suffix:
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Address Line 1: Address Line 2:PostalCode:  You must provide a valid 5 Digit PostalCode so that our system can auto complete the City, County, State, and Country fields.

Failing to provide an accurate PostalCode will result in incomplete documents, and delivery issues.
 
Phone: Please use numbers only. Other characters like "_", "( )" and "." are not allowed.   Cell Phone: Please use numbers only. Other characters like "_", "( )" and "." are not allowed.  
How did you find us?:
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Package Information
Client Status:
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This option determines the appropriate estate planning documents to be prepared:

An "Individual Estate Plan" is prepared for an unmarried (i.e., single, divorced or widowed) or a married user. If you are married, there will be options asked concerning the status of the marriage and any distributions desired for the spouse.

For the "Joint Estate Plan for a Married Couple", the couple must be legally married and must be a man and a woman. Based on your answers to upcoming questions, the program will automatically determine the best and most appropriate type of joint trust for you; you do not need to worry about what is the right type of trust, the software has an exclusive "matrix" which makes this decision for you.

The "Non-Traditional Couple Joint Estate Plan" is designed for two people (other than a married man and woman) who desire to hold their assets in a joint trust, wish to first benefit the survivor and have the same desire for the ultimate distribution of the trust; for all other arrangements, the partners must each use the "Individual" option. Based on your answers to upcoming questions, the program will automatically determine the best and most appropriate type of joint trust for you; you do not need to worry about what is the right type of trust, the software has an exclusive "matrix" which makes this decision for you. The software has been updated for the US Supreme Court decision in US vs. Windsor. Please note that there is no Federal Marital Deduction for an unmarried couple (whether same sex or man and woman); however, with the properly structured trust, the couple can still "double" the amount which can pass estate tax free.
 
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Account Information
Email: Your email address will be your user name when you login to our system.

It must be a valid email address that you receive email to confirm your account, receive correspondence from us about your documents, and account changes you make.
  
Password: Your password can be any length containing alpha, numeric and special characters.

We suggest at least 8 characters long containing both upper and lowercase alpha, numbers and special characters like @, %, $, #, *.

Example: P@s$w0Rd1
 
Confirm Password: 
Security Question:
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A security question adds another layer of security to your account so that in the event you lose your account information, we can help you retrieve it by answering your security question.

We suggest that you choose a security question that is easy to remember but not readily available to the general public.
Security Question Answer: 

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If you were Referred
Referral Code: Referral Code is an Alpha-Numeric code given to you by the person who referred you to this website. It is possible that your Referral Code will give you a discount. Please check with your referrer for their Referral Code.