We’ll send you a questionnaire through a secure portal so we can get to know you and your family before the Planning Meeting

A meeting to review your goals, ask/answer questions, and offer our recommendation on the best plan to meet your needs.

A meeting where you design, with our guidance, your estate plan tailored to your family.

We walk you through each of your documents to make sure you understand how they work and then sign to make your plan official.

If your goal is to avoid probate, you need to have your assets pay in at death or transferred during lifetime to a trust or use beneficiary designations (TOD/POD).  We offer this as an additional service.

Estate Planning is not “one and done”. We offer a maintenance plan to keep your plan on track during life’s changes.