Schedule a meeting to discuss your unique situation and goals.
Initial Estate Planning Consultation
Collaborate with our attorneys to design a personalized estate plan.
We create a comprehensive draft of your estate plan for your review.
Meet with our team to review and sign the finalized estate plan.
Ensure seamless integration of your assets into the estate plan.
Explore opportunities to leave a true and lasting legacy for the people who love you and will miss you when you are gone.
The entire process, from the Initial Consultation to the Review/Signing, typically takes 6-8 weeks, ensuring a thorough and efficient experience. Asset Integration and Legacy Planning are done immediately after your estate plan is in place.
Oh, and did I mention that we charged FIXED FEES quoted up front in our 15-minute complimentary consultation? So, you never have to worry about getting a bill, and you know up front what your investment will be before you even get started. We love being on the same page as our clients and it starts with our transparent process and fee structure.