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