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:
- Completed Estate Planning Questionnaire
- Current Will
- Current Trust (created by you or by others for your benefit)
- Current Powers of Attorney and Living Wills
