Next Steps in Your Estate Planning Journey with Grimsley Law

Ā Last Will and Testament Package
Video Poster Image
Schedule your Trust Execution Appointment
Access Video Library

Congratulations! Your Will package documents are now complete. The next step in the process is to schedule your document execution appointment.

To schedule, simply click the appointment button below and choose a convenient date and time. After scheduling, you will receive an email confirmation, and a reminder email the day before your appointment.

You will need to bring the following items to your appointment.

Valid Driver’s License or State ID – Required for each person signing documents.
Checkbook – You will need to write checks to Omega Planners.

We encourage you to watch our tutorial videos (linked below), which explain each document in your Will package. Take notes on any questions you have, and we’ll be happy to address them during your meeting.

We look forward to seeing you at your document execution appointment! Thank you for trusting Omega Planners with your estate planning needs—we’re honored to be part of your journey.