Choose a legacy trust from the four options.  (If you are unsure which one is best for you, that is okay.  Simply select, “unsure.”)

Complete your questionnaire on the Get Started link below!

Purchase your trust and schedule your attorney consultation. (You may wait to pay for your trust until after meeting with Mr. Skabelund.)

Check your email for the engagement letter and sign it electronically.

Meet with Mr. Woodruff to discuss your goals and family. He will make sure the option you chose is best for you. If you select “unsure” when choosing the trust option, Mr. Skabelund will help you choose the option that is right for you.

Typically within two business days you will receive via email your MPI Legacy Trust documents.  If any changes are needed, we will update the documents.

Have your MPI Legacy Trust documents notarized and upload here