Complete your planning at your own pace, collaborate securely with your attorney, and receive a professionally prepared estate plan built around your family, assets, and goals.
Every plan moves through the same careful phases. You'll always know where you are and what happens next.
Answer thoughtful questions about your family, assets, and wishes — as time allows. Everything autosaves.
Golsima and her team review your decisions, flag anything worth discussing, and prepare your documents.
Coordinate signing, notarization, and trust funding through one secure place. We stay with you afterward.
Revocable trust, pour-over will, powers of attorney, and health care directives.
Strategies for taxable estates — credit shelter, ILITs, gifting, and portability.
Succession, buy-sell agreements, and continuity for closely held businesses.
Care for prior marriages, stepchildren, and separate property considerations.
Preserve benefits and provide long-term care for loved ones.
Annual reviews and updates as your family and the law change.
Ten years of estate planning for high-profile families, executives, and founders — Golsima built Estate of Mind so that discreet, careful planning could happen on your schedule, without a rushed meeting in sight.
"Estate planning is not paperwork. It's a conversation about what matters. This platform lets us have that conversation on your schedule, in your own home."
Yes. Every plan is prepared and reviewed by a licensed attorney at Estate of Mind. The platform organizes your information and decisions — your attorney provides the legal advice.
Most clients complete their initial planning in two to four weeks. You can pause and return at any time; everything autosaves.
Your information is encrypted in transit and at rest, protected by attorney-client privilege, and visible only to you and your attorney's team.
We can review your existing plan and update only what needs to change. Upload prior documents to the secure vault to get started.
Some documents can be signed electronically; others require witnesses or a notary. We'll coordinate the details for you.