First Meeting

With a solid estate plan, you can prepare yourself and your family for the unexpected and keep yourself on the road to wherever you want to go in life. The first step is learning what’s most important in developing an estate plan.

Our Process

Estate planning is a very personal process that is unique to each individual and family. Each client will have different needs and wishes, and our job is to ensure that you are 100% satisfied with your plan.

Our estate planning process listed below will give you a brief overview of what you can expect if you engage in estate planning with us. Of course, depending on the needs of the client, the process will vary.

Complete the online questionnaire. Click on the appropriate form from the list below. You can complete the appropriate form and email it to our office. Or if you prefer, you can print the appropriate form and mail it to our office.

Initial office consultation with an attorney. This consultation will typically last one to two hours. During this meeting, our goal will be to learn about you and your family, educate you on estate planning tools available to you, and design a plan together. You should bring the following items (if applicable) to this meeting:

  1. Completed Estate Planning Questionnaire
  2. Current Will
  3. Current Trust (created by you or by others for your benefit)
  4. Current Powers of Attorney and Living Wills
Once a plan is decided upon we will then send you drafts of your estate planning documents to ensure the accuracy of your plan. After you are satisfied with the draft documents, we will prepare the documents in final form and schedule a signing ceremony.
At the signing ceremony, we will review your estate plan with you, and ensure that you know exactly how it works. Your estate plan will then be signed by you, witnessed and notarized. We will explain the upkeep of an estate plan as well.
Continual review of any plan is crucial. We’ll check in with you periodically to ensure that your plan still works the way you want it to.