Estate Planning Process

We strive to make Estate Planning convenient and tailored to your needs.

That’s why we offer two options to prepare your estate plan.

Option 1:

Start Online With the Estate Plan Questionnaire

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Find your personalized estate plan with our 2 minute expert-designed questionnaire.

Enjoy a discount when you retain us through this path

Estate Plan Questionnaire
Estate Plan Questionnaire

Step 1: Complete the Estate Plan Questionnaire

Answer a few quick questions to help us recommend the estate plan that best fits your needs.

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Step 2: Select an Estate Plan

Click the Estate Plan you would like to move forward with. Clicking the estate plan will bring you to an intake questionnaire.

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Step 3: Complete the Intake

Complete the intake questionnaire, review the terms and conditions, and submit.

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Step 4: Complete and Return Your Intake Sheets

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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Step 5: Wait While We Draft Your Documents

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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Step 6: Review and Sign

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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Completed

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.

Option 2:

Start by Booking a Meeting with one of our experts

Two women having a conversation at a conference table in a modern office, one with glasses and black hair, the other with long black hair and a dark blazer, with a laptop and notepad on the table.

If you would rather walk through the questionnaire with one of our experts:

Click the following link to schedule a 15-minute consultation.

Schedule a Meeting
Schedule a Meeting

Step 1: Book a Meeting with One of Our Experts

Meet with one of our estate planning professionals to determine which package best suits your situation.

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Step 2: Sign the Representation Agreement

After your consultation, we’ll send you a representation agreement through our secure legal platform. Review and e-sign it at your convenience.

Step 3: Make Your Payment

Once we receive your signed agreement, we’ll send you a payment link. Click the link to complete your payment and move forward.

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The image shows a cocktail glass filled with a layered beverage, garnished with cherry and pineapple slices, on a dark background.

Step 4: Wait While We Draft Your Documents

We will contact you to let you know we’ve received your intake form. Our team will draft your estate planning documents based on your information. We’ll reach out if we need any clarification or additional details.

Cartoon drawing of a witch with a pointy hat, holding a broomstick, standing on a pumpkin, with a full moon and bats in the background.

Step 5: Review and Sign

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.

Black and white photo of a person stretching their arms above their head on a beach at sunset.

Completed

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!