No portal logins, no document-signing-app-only experiences. You'll work directly with one advisor — by name, with their cell number — from discovery through funded execution.
Your first meeting is a conversation, not a form. We want to understand your family, your assets, and the worries that have kept this on the back burner. By the end, you'll know exactly which documents you need — and which you don't.
Ideally, your beneficiaries' personal information — full legal names, dates of birth, and contact details. Helpful but not required for the discovery meeting.
You leave with: a written recommendation for which Octus bundle fits, the flat fee in writing, and an intake form by email — the form populates everything we'll work from in the next meeting.
Your advisor shares the screen and walks you through every clause of your trust and ancillary documents — in plain English. Revisions happen live; you don't leave with homework.
You leave with: a marked-up draft reflecting any changes you requested, plus a signing date on the calendar.
This is the meeting other planners skip. We don't just sign documents; we walk through every account that needs to be re-titled into your trust and complete the funding with you on the call. When you leave, your plan is live, not pending.
You leave with: a bound, executed plan, digital copies in your Octus vault, and your advisor's direct line for life events that warrant a check-in.
Life changes faster than estate plans. A new grandchild, a divorce, a move, a sale — they all warrant a phone call. Every Octus client receives complimentary annual reviews, unlimited check-in calls, and amendments at no additional cost going forward. Major restructures are quoted before any work begins.
Twenty minutes to find a time that works. No payment, no commitment.