Estate Planning Process
Estate planning should be a transparent, stress-free process. Our goal is to make planning for the future as simple and reassuring as possible.
Starting Online
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Answer a few quick questions to help us recommend the estate plan that best fits your needs.
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Once you see your recommended plan, you’ll find a link to our engagement letter. Review it carefully and keep a copy for your records.
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At the bottom of the engagement letter, click the link to our secure payment portal to finalize your selection.
Starting with a Meeting
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Meet with one of our estate planning professionals to determine which package best suits your situation.
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After your consultation, we’ll send you a representation agreement through our secure legal platform. Review and e-sign it at your convenience.
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Once we receive your signed agreement, we’ll send you a payment link. Click the link to complete your payment and move forward.
then…
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After payment, you’ll receive intake sheets via email. Fill them out to the best of your ability. If you have any questions, we’re always happy to help.
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Our team will draft your estate planning documents based on your information. We’ll reach out if we need any clarification or additional details.
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When your documents are ready, we’ll set up a time for you to come to our office. Together, we’ll review everything, sign, and notarize your plan.
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Your estate plan is complete! You can feel confident that your loved ones are protected. If life changes, just let us know — we’ll help you update your plan to reflect your new circumstances.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!