In a single, focused meeting, we’ll get to know you, your family dynamics, concerns, and your goals. We’ll review your questionnaire, discuss any concerns, and walk through a proposed plan design together. This ensures we create a personalized strategy that aligns with your vision and priorities.

We draft your legal documents — typically within 2 weeks, provided we have all the necessary information.

You’ll receive your draft documents for review. We’ll go over everything with you, answer questions, and make any needed adjustments. Upon request, we can also walk your family, trustees, or agents through the plan and their roles.

Once everything is approved, we’ll schedule a formal signing at our office with an in-house notary to finalize your estate plan.

After signing, we offer optional assistance to help you update beneficiary designations and complete any necessary funding steps — ensuring your plan works exactly as intended.

We provide a complimentary 30-minute annual meeting to revisit your plan, review any life changes, and make updates if needed.