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Process

Working Together

Our Process

1. Identifying your needs

Let’s have an initial meeting and get to know each other. Tell us about you and your priorities. We can answer your general estate planning questions and talk about the steps and options involved in completing your estate plan. This is a free 15 minute consultation. (Phone call or video call.)


2. Customizing your plan

During this meeting, we will go over your completed questionnaire section by section in order to design a customized plan that's just right for you. We will run through contingencies, solidify your wishes, and talk about things to consider. At the end of this meeting, you will have the peace of mind knowing what exactly your plan will entail.  


3. Finalizing your documents

After you have reviewed the drafted documents and understood them to your satisfaction, we will schedule a signing meeting since most of these documents require a "wet ink" signature with a notary or other witnesses present in order to be valid. At the signing ceremony, we will finalize your documents and discuss how your current and future assets will be put into the trust or affected by it.