Our Process
We know that planning your estate can be intimidating. That is why we strive to make the estate planning process simple, efficient, and effective.
The estate planning process begins by scheduling a free, confidential consultation to discuss your values, goals, and extent of your estate. We will also discuss the estate planning tools available to you to accomplish your goals.
After your initial consultation, you will complete a questionnaire to provide additional details regarding your family, assets, and wishes.
Then, we will draft your estate plan documents and send them to you for review and approval. Our office is available to answer any questions you may have once you receive and review your drafts.
After submitting your questionnaire, we will meet again to discuss your answers, and have a detailed conversation regarding the estate planning tools we have chosen.
Once you have reviewed and approved the drafts of your estate plan, we will meet to execute and notarize your documents. Our office will also ensure that all assets included in your estate are appropriately titled.
We understand the importance of effective communication in building a strong and successful attorney-client relationship
That is why we make ourselves available for open, transparent, and timely communication with our clients throughout every step of the estate planning process. We know that by actively listening to our client’s concerns, understanding their unique needs, and providing clear and concise legal guidance, we can work together to create a plan that builds wealth for your family and secures your legacy.