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) through important decisions and practical solutions in our very first meeting. At the end of your first meeting, we will recommend one of three flat fee options and have your estate plan ready in under 4 weeks for review and signing. You will leave your signing meeting with your original estate plan documents, digital 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