All of us at Omega Planners are excited to assist you on your estate planning journey! Now that you have completed your initial consultation, we want to guide you through the next steps in the process. 

Once your revocable living trust documents are prepared, you will receive an email within 2–5 days notifying you of their completion. This email will include instructions on how to schedule your document execution or delivery appointment. 

Your document execution appointment will take place at our office on Front Street in downtown Harrisburg. The email will also provide details on what to bring to your appointment, along with directions to our office. 

Below this video, you’ll find a link to tutorial videos, each explaining a specific document and its purpose. We recommend watching these videos before your appointment and jotting down any questions you may have so we can address them during your meeting. 

Your satisfaction is our top priority. Our goal is to make the estate planning process simple and stress-free for you and your loved ones. 

Thank you for trusting Omega Planners with your estate planning needs—we look forward to working with you!