AN OVERVIEW OF OUR PROCESS
By creating your will, you can ensure that your estate is distributed according to your specifications in the event of your passing.
At Zebra Financial, we work together with Legal Essentials to provide our clients will a quick and simply way in which to create their wills. Not only is our process quick and easy, but we ensure that they are of exceptional quality.
Downloading Our Application Form
Our Application Form contains all of the essential information that is required to begin the process. Simply complete all of the required information, and then submit it to frankx1@me.com.
This form can be either downloaded on the previous page, or by clicking the "Download Application" button to the right.
Payment
After submitting your our Apllication Form, you will then be prompted to make a payment. After following the provided instructions, you will receive confirmation regarding the transaction.
For more information regarding payment, please select the "Payment" button below.
First Contact
Within 7-14 days of submitting your application form, someone from Zebra Financial will contact you to discuss the specifications of your will and clarify any discrepancies that appear.
If you have not been contacted within the specified time frame, please feel free to contact us directly. To access our information, simply select the "Contact Us" button.
Your Appointment with Legal Essentials
You will then be required to make an appointment with a representative from Legal Essentials. During this appointment you consult with the representative to ensure that they have a clear understanding of how you would like your estate to be distributed.
To learn more about Legal Essentials, click the "Referral Partners" below.
You're Done!
Congratulations, you have officially created your will through Zebra Financial