Your Plan Is Complete — Here’s What Comes Next


It was a pleasure seeing you and delivering your completed estate plan binder.

Thank you again for trusting me with your family’s protection. This is meaningful work, and I’m honored to support you.

Now that your plan is in place, the focus shifts to making sure it works when your family needs it.

Your Most Important Next Step: Trust Funding

If your plan includes a trust, funding it is essential.

Your binder includes detailed Funding Instructions, and we’ve also provided digital guidance for your convenience.

As you complete each step, we recommend:

  • Keeping copies of confirmations
  • Placing them in the appropriate section of your binder

This ensures everything stays organized and easy for your loved ones to access when needed.

Progress Over Perfection

Start with one asset category, complete it, and then move to the next.

We will periodically check in with you as your accountability partner.

I look forward to continuing to support you as your life and legacy evolve.

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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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...