Our Process
We've streamlined estate planning to make it accessible and stress-free for every family.
Three Simple Steps to Peace of Mind
Our proven process ensures your estate plan is thorough, legally sound, and tailored to your unique needs.
Initial Consultation
We begin with a comprehensive conversation about your goals, family situation, assets, and concerns. This meeting typically lasts 60-90 minutes and allows us to understand your unique circumstances.
What to Bring:
- List of assets and liabilities
- Information about family members
- Existing estate planning documents
- Questions and concerns
Customized Planning
Based on our consultation, we draft personalized documents tailored to your specific needs. We take the time to ensure every detail reflects your wishes and provides maximum protection.
What Happens:
- Document drafting (1-2 weeks)
- Internal review and quality check
- Client review and feedback
- Revisions as needed
Implementation & Review
We properly execute your documents with appropriate witnesses and notarization. We also provide guidance on next steps and offer ongoing support as your life circumstances change.
What You Receive:
- Properly executed documents
- Digital and physical copies
- Summary of your plan
- Instructions for next steps
What to Expect
Timeline
Simple Will Package: 2-3 weeks from consultation to execution
Comprehensive Estate Plan: 4-6 weeks for wills, trusts, and all supporting documents
Complex Planning: 6-8 weeks for high-net-worth or complex family situations
Rush services available for urgent situations. Contact us to discuss your timeline.
Pricing
We believe in transparent, flat-fee pricing so you know exactly what to expect. No hourly billing surprises.
Our Pricing Philosophy:
- Flat fees quoted upfront
- No hidden charges
- Payment plans available
- Free initial consultation
Ongoing Support
Estate planning isn't a one-time event. We provide ongoing support to ensure your plan stays current.
Annual Reviews
We recommend reviewing your plan every 3-5 years or after major life changes.
Plan Updates
Life changes? We're here to help you update your documents as needed.
Questions Answered
Have a question about your plan? We're just a phone call or email away.
Ready to Get Started?
Schedule your complimentary consultation and take the first step toward protecting your family's future.
Schedule Consultation