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.
Find your personalized estate plan with our 2 minute expert-designed questionnaire.
Enjoy a $100 discount when you retain us through this path
Option 1:
Start Online With the Estate Plan Questionnaire
If you would rather walk through the questionnaire with one of our experts:
Click the following link to schedule a 15-minute consultation.
Option 2:
Start by Booking a Meeting with one of our experts
Step 1: Complete the Estate Plan Questionnaire
Answer a few quick questions to help us recommend the estate plan that best fits your needs.
Step 2: Review the Engagement Letter
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.
Step 3: Make Your Payment
At the bottom of the engagement letter, click the link to our secure payment portal to finalize your selection.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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!