EAP Estate Planning

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How to Get Started:

1. Go to clc.estateguru.com and click “Get Started.”
2. Create a username, password, and enter your email address.
3. Agree to the Terms of Use and click “Get Started.”
4. Create a PIN for added security and proceed.
5. Select “Next” and “Create Profile.”
6. Upon completion, an attorney will review your profile and recommend either a Will or a Trust.
7. If the attorney review determines that a Trust is more appropriate for your estate, you will have the option to create one (individual or couples) for a flat fee of $799.
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Creating Your Documents

Once your profile is complete, you can begin generating your documents directly from your Dashboard by clicking “Start,” next to each available document.

*Please refer to your email for your checkout code

• We have prepared tutorials to guide you through the process (please note these refer to the Classic View, which you can switch to using the top-right bubble in the platform):
  

Need Help?

• Getting Started & Profile Setup
• Creating a Healthcare Power of Attorney
• Creating a Financial Power of Attorney
• Creating a Will
• Creating a Trust
• Downloading & Executing Documents
• Uploading and Sharing Executed Documents

For Video Tutorials, click here

If you have any questions at any point, feel free to use the Chat feature at the bottom-right corner of your screen for immediate assistance.

We’re excited to help you take this important step in your estate planning! Please let us know if you need any further support.

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