Our Process


We pride ourselves in offering efficient and comprehensive estate planning from start to finish!


Know what to expect with our straightforward process:


Contact

Reach out to get started with our estate planning questionnaire and calendar link to set up your first appointment by phone.

Consult

The first meeting is currently done by phone. We review your questionnaire and any questions you may have.

Review

A summary is emailed to you prior to your signing for your review and approval.

Any questions or changes can be addressed.

Sign

At this in-person meeting all documents are signed and notarized.

The trust funding process is explained (if applicable).

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