Preparing for Your Estate Plan Delivery


As we prepare for your upcoming Binder Delivery, we want to ensure you feel confident and ready to make the most of our time together.

What This Meeting Is For

Your Binder Delivery is where your estate plan becomes something you can actively use.

During this meeting, we will:

  • Walk through your completed estate plan binder
  • Show you how everything is organized
  • Explain how your plan works in practice
  • Outline your next steps, including trust funding (if applicable)

Why This Step Matters

Signing your documents was an important milestone—but your plan only works fully when it is understood and implemented.

This meeting ensures you leave with clarity, not just paperwork.

Come Ready With

  • Any questions that have come up since your Signing Ceremony
  • A general sense of which assets you may want to prioritize for funding (we’ll guide you further)

A Quick Note on What’s Next

After your Binder Delivery, your primary focus will be funding your trust

(if applicable).

We will give you clear, step-by-step guidance so you know exactly how to move forward.

If you find yourself short on time or wanting more structured support, we can connect you with our trusted funding partner. This service, introduced during your Planning Session as part of our most comprehensive offering, provides guidance and accountability to ensure your trust is fully funded. It remains available as an optional, paid service.

We’re looking forward to walking you through your completed plan and helping you bring everything fully to life.

The Tastemakers Legal Team

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Nik Sallie. Lawyer. Manifestation & Identity Transformation Coach.

Nik Sallie is an award-winning Intellectual Property and estate planning attorney, and the founder of Tastemakers Legal, PLLC, a boutique law firm based in Austin, Texas. With over a decade at Meta (formerly Facebook), she was a founding member of the Intellectual Property Operations Team and helped design Meta’s global IP enforcement system. Nik has handled over 4,000 IP cases and brings deep experience in trademark prosecution, brand protection, and business strategy. In addition to helping visionary entrepreneurs, influencers, and small businesses own, protect, and profit from their intellectual property, Nik also offers concierge estate planning services to ensure her clients’ legacies are protected and passed on to loved ones without costly court involvement or conflict. Her estate planning practice emphasizes flat-fee pricing, client education, and ongoing support for families navigating life’s transitions.

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