Our 6-Step Planning Process:

STEP 1:

FREE CONSULTATION

We offer a complementary 30-minute consultation in-person or by telephone or video chat to get acquainted and answer your questions on the estate planning process.

STEP 2:

INFORMATION GATHERING

You will then complete our Estate Planning Worksheet form so we can learn more about you, what you have and your plan goals and objectives.

STEP 3:

DESIGN MEETING

At our design meeting, we will meet in-person to design a customized estate plan that meets your goals and objectives and addresses all your concerns.

 


STEP 4:

SIGNING MEETING

At our signing meeting, we will meet in-person to sign your plan documents We meet again to sign your plan documents and identify the actions required to properly fund your plan.

STEP 5:

TRUST FUNDING

Depending on your chosen plan or as otherwise agreed upon, we will assist you with transferring your property into your trust (also called "funding").   

STEP 6:

LONG-TERM CARE

We offer long-term care via a complimentary review of your estate plan every 3 years to ensure it continues to meet your needs.  Changes to your estate plan after our original signing meeting will incur additional costs and fees.