How Our Estate Planning Process Works

We’ve streamlined estate planning to make it effortless for you. Here’s exactly what to expect when working with us.

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Step 1: See If We’re the Right Fit

Fill out our form and book a time that works for you.

We don’t take on every case—only those where we know we can provide real value.

This call ensures you get the right guidance and that our firm is the best fit for your needs.

Step 2: Design Meeting – Your Estate Plan Blueprint

This is the foundation of your plan.

You’ll meet with our attorney for a deep-dive strategy session ($500).
We map out your assets, accounts, and how everything should be structured.
You leave with a clear, written plan—whether you hire us or handle it yourself.

Most estate plans fail because they’re missing key pieces. This ensures yours is built to last.

Step 3: We Build It for You – A Plan That Actually Works

If you choose to move forward with us, we handle everything:

We draft every legal document to ensure full protection.
We review it together so you understand every part of your plan.
We make any refinements to ensure accuracy and alignment with your goals.

Most estate plans fail because they’re incomplete.

We make sure yours works when it matters most.

Step 4: Signed, Sealed, Delivered – Your Estate Plan, Ready to Go

Your final estate plan arrives in a professionally prepared package, designed for clarity and ease:

Every document is tabbed and organized so you know exactly where to sign.
Clear instructions and checklists walk you through the next steps.

Your trust is structured for success, whether we fund it or you handle that yourself.

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Most firms hand you a stack of papers and leave you on your own.

That’s why most estate plans fail.

We do things differently:
✅ No guesswork. Every step is explained so you know exactly what to do.
✅ No missing pieces. Most plans leave gaps—we make sure yours is airtight.
✅ No probate stress. Our plans are built to keep your family out of court.

Hundreds of families have trusted us to secure their legacy.

If we’re the right fit, we can do the same for you.

Your First Step to a Rock-Solid Estate Plan

One call today saves your family months (or years) of stress later.

Book your consultation now and take the first step toward real peace of mind.