Is it time to get your Estate in order? We are a process driven firm that will collaborate with you every step of the way. Our goal is to ensure you truly understand your options and estate plan so you can rest at ease that your after life is squared away.

Step One

Schedule your free discovery call

This call allows us to determine what your needs are and if we are a good fit for one another! This takes no longer than 15 minutes and will allow you to understand next steps!

Step Two

Design Meeting

After you have engaged us, we will have a design meeting. In this meeting we will “design” how you want your estate plan to look! Don’t worry we can help drive the conversation and give you plenty of guidance along the wya.

Step Three

Drafting

Typically an estate plan can be drafted within 2 weeks from initial payment and engagement. Once we have a draft complete, we will send you a copy for your review before our signing ceremony.

Step Four

Signing Ceremony

It’s time to seal the deal! After final touches have been made you will execute your documents and enjoy the peace of mind of a protected life.

* Does not include filing fees.