The Modern Approach to Estate Planning.

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We created our Documents Ready estate planning solution to provide a stress free, direct, and systematic experience that will leave you with the relief of knowing you have protected your most precious assets.

How it works?

  • Complete Questionnaire icon
    Complete Questionnaire

    Click the START NOW button to complete a 3-8 minute adaptive questionnaire. As soon as you submit the form, you will receive an email from us confirming that we have received your information.

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  • Schedule Signing icon
    Schedule Signing

    Your documents will be drafted within two (2) business days. Once they’re complete, we will send you an email that includes a link for you to pick a time that works best for you to sign your documents at our office.

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  • Sign Documents icon
    Sign Documents

    You will attend a signing meeting where we will review your documents together and determine the proper titling and beneficiary designations for your assets. You can pay by check or credit card at the signing.

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  • Receive PDF icon
    Receive PDF

    I will also email you and your financial planner PDF copies of your documents along with a to-do list that shows exactly how you will need to title accounts and designate beneficiaries.

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Start now

Client Reviews

  • Ellis B.

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    Warner did an excellent job with our estate planning. He made what would have otherwise been an overwhelming task and made it very approachable. This was very easy for us and best of all, we walk away with the peace of mind that things are done correctly and we have a resource for the future should we have any questions. I can't recommend Carter Shelton Jones enough.

    Ellis B.
  • Andy S.

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    I was very impressed with Warner Jones putting together our estate planning documents. His work is thorough, and I am happy we used his services!

    Andy S.
  • Tammie B.

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    Warner was very helpful and answered all of my questions - and I had many! He was very gracious with me and made sure I was clear on every point. He never made us feel rushed, and really made our experience of signing our will and other important documents a comfortable one.

    Tammie B.
  • Geoffrey F.

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    An excellent experience. Offered advice and guidance and listened to our concerns and questions and made alternate suggestions to suit our needs.

    Without shopping around, very reasonable fees for the number and complexity of documents we required.

    Geoffrey F.
  • Samantha D.

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    Warner made this process simple and quick- we feel good about getting this done for our family. Thank you Warner!

    Samantha D.