You can review the information below or watch this QUICK VIDEO!
Our typical process is below and takes 6-8 weeks; however, we can consolidate meetings depending on your ideal timeframe to complete the process.
Step-by-Step Process
Our initial meeting is 60 minutes and can be in person or via Zoom. At the consultation we will discuss your family, assets, and long-term plans; this information will help us to create an estate plan that addresses your specific needs, not one pulled from a template.
Once you decide we are a good fit, we will have a 2nd meeting to design your specific estate plan that will be tailored to your values and concerns. If you are creating a trust, we will also review your assets to ensure we can provide detailed funding instructions for you. This meeting is usually around an hour.
At the 3rd meeting we will review your documents to finalize them and ensure all of your assets are accounted for and questions are answered. This meeting will also take about an hour. After this meeting you will receive a copy of your documents to review in detail, at your discretion.
The final meeting will be when you sign your documents. This is the only meeting that must take place in person.
Ready to schedule your peace of mind planning session? Use THIS LINK!
