How our estate planning process works
Initial Discovery CallWe 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.
The QuestionnaireOnce you decide to move forward, we educate ourselves about your needs based on a questionnaire that we provide to you. CLICK HERE to download.
The Simple Estate Planning Strategy SessionOnce 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.
DraftingOnce 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.