Our Process

We've designed a clear, comfortable process that takes the stress out of estate planning and puts you in control of your family's future.

Your Journey to Peace of Mind

Our streamlined four-step process makes estate planning simple, comfortable, and even enjoyable.

Legacy Planning Session

Your journey begins with a Legacy Planning Session, held either virtually or in person. During this first meeting, we take time to listen—learning about your goals, your family, and any questions or concerns you may have. We'll walk through your options including whether a Will or a Trust is the right fit for you, so you can make an informed and confident decision. We'll also discuss the flat fee for your investment and outline what to expect throughout the process.

Review

You'll have time to review your documents carefully and request any final revisions. Our goal is to ensure your plan reflects your wishes and give you complete peace of mind.

Estate Design Meeting

At your second meeting, we will work together to design your estate plan. During this Estate Design Meeting, we'll thoughtfully craft your Will or Trust, along with any additional planning documents you may need. Nothing decided here is set in stone—you'll have opportunities to make changes as we go. This meeting can be held in person or virtually, based on what works best for you.

Signing Ceremony

Once everything is finalized, you'll come into the office for your Signing Ceremony—and yes, it is a big deal. At this appointment, your documents are signed, notarized, and witnessed. Shortly after, you'll receive your Legacy Portfolio, which contains your complete estate plan. Your loved ones and assets are protected. Congratulations! You have taken an important step toward preserving your legacy and providing peace.