Our Estate
Planning Process

What to Expect

Our friendly, client-centered approach allows us to customize plans based on your individual circumstances and goals.

Our 3 meeting process begins with the design meeting where get to know each other and pull together the details of your customized plan.  At the second meeting you will review, sign and implement your new plan.  The third meeting provides the opportunity to check in and ensure that your plan is properly funded.

We make planning easy, understandable and comfortable for you. Our entire process can be completed in about eight weeks and once it’s complete you’ll have a comprehensive modern plan that protects you and your family.

The end goal is to do much more than prepare a set of papers; it’s to give you sound legal advice and provide results that will benefit you and your loved ones for many years to come. So don’t count on putting a binder on your shelf that you’ll never look at again; this is just the beginning of our relationship with you.

Modern estate plans that work require ongoing maintenance to fine tune them to your changing needs and goals and changes in the law. That’s why we’ll stay in touch and offer a free-of-charge review of your plan every three years. Our lasting relationship is how you’ll know your family is protected long into the future.

Our Process