Rhode Island Estate Planning 101 Video

Estate Planning 101

Last Updated March 2026 by Jill

By finishing the video, you get a free consultation meeting (normally $450 usd). Schedule your meeting now:

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After you completed watching the video to its entirety, your reward is a free 60-minute consultation with JMS Law.

Enter your name and email below and you’ll be forwarded to a page where you can select where you’d like to meet with us, be it at our Warwick office, Wakefield office, or over Zoom Virtual Meeting.

Your Email*

Your Name*

First Middle Last

Your Phone Number*

Your Date of Birth*

Are you married?*

Yes

Spouce's Name*

First Middle Last

Spouse's Email*

Spouse's Date of Birth*

Your Mailing Address*

Street Address City State ZIP Code

Are you a U.S. Citizen?*

Yes

Are you or your spouse a Veteran?*

Yes

Do you have children?*

Yes

Children's full names and dates of birth*

Do you have the following assets:

Real Estate

IRA/Retirement Plans

Business/Partnerships

Stocks, Bonds, Mutual Funds

Life Insurence

Certificates of Deposit

Check all that apply.

What is the approximate gross value of your estate?

Which of these issues is most important to you right now?

Make a plan to put my affairs in order

Avoid Probate

Nursing home costs

Make sure my wishes are honored regarding life support

Minimize death/estate taxes

Protect my legacy for my children/grandchildren from creditors or divorce

Protect my estate if my spouse gets remarried after my death

Protecting my special needs child after my death

Funeral planning/final arrangements made easier on my family

Check all that apply.

Carol-Anne Blackwell
Google Review
“I attended a virtual presentation by Jill M. Santiago on estate planning, and I was incredibly impressed. The presentation was thorough, informative, and easy to follow, even for someone new to the estate planning process. Jill explained complex topics in a way that was clear and approachable, which gave me confidence in her expertise. Her professionalism and depth of knowledge stood out, and it’s clear she genuinely cares about helping her clients make informed decisions. I plan to work with her in the coming months to set up my estate plan and feel reassured knowing I’ll be in such capable hands. Highly recommend Jill for anyone looking for guidance in this area!”