Skip to main content

Our process

of working together

Mortgage Home Loan

How our estate planning process works

1

Initial Discovery Call

We walk you through the estate planning basics and explain and discuss those options in more detail with you during our initial discovery phone call. If you are ready to schedule this now, please click the Schedule A Call link below.
2

The Questionnaire

Once you decide to move forward, we educate ourselves about your needs based on a questionnaire that we provide to you. CLICK HERE to download.
3

The Simple Estate Planning Strategy Session

Once we review the forms you provide to us, we schedule a follow-up Simple Estate Planning Strategy Session to explain and discuss the best options available to you, so you can decide how to proceed.
4

Drafting

Once you decide on how you want to proceed, we draft your estate plan based on your wishes and present the drafts to you for review.
5

The Signing

Once you review and finalize the estate planning documents, you then sign the finalized estate planning documents and breathe a sigh of relief knowing that you have taken a major step in simplifying your end-of-life needs and goals.

Download our free Estate Planning Guide!

X