How It Works
A Simple, Guided Process
We make estate planning straightforward so you can focus on what matters. The process is typically completed within 3 weeks.
01
Initial Consultation
We touch base to discuss your needs and our services in a no-obligation 15-minute telephone consultation.
02
Share Key Information
In preparation for our Design Meeting, you complete an easy, guided questionnaire to share key information with our firm. Our dynamic questionnaire can be completed online. However, if you prefer putting pen to paper, we can send you a physical document to complete.
03
Design Meeting
We meet to discuss your goals, explore solutions and design your estate plan. Design meetings are available online or in-person and are typically completed within one hour.
04
Review Meeting
We meet for an in-depth review of your estate plan. Review meetings are available online or in-person and are typically completed within one hour.
05
Signing Meeting
We meet in-person to sign your estate plan. Signing meetings are typically completed within one hour. Accommodations can be made for fully remote clients if an in-person meeting is not convenient.
06
Trust Funding and Final Steps
We send you electronic copies of your executed documents and provide you with guidance on how to transfer your assets into your trust.
If applicable, we record the deed transferring your real property into your trust.
If applicable, we record the deed transferring your real property into your trust.
