We understand how important estate planning is and that clients are reluctant to talk about incapacity, death, divorce, money and family issues all in one sitting.
Our estate planning process is thoughtful, thorough, and simple. We will guide you (and your spouse or partner) through important decisions and practical solutions in our very first meeting. At the end of your meeting, we will recommend one of our two flat fee estate plan packages. We will typically have your estate plan drafted and ready for your review and signing within 4-6 weeks after your first meeting.
You will leave your signing meeting with your original estate plan documents, digital PDF copies of all signed documents, and an open door to call us anytime for a free 15-minute call or checkup meeting.
To get started on our estate planning process, click here