GETTING STARTED WITH OUR ESTATE PLANNING SERVICES

To schedule a meeting at the most convenient time for you call our office. We see clients Monday through Friday, by appointment only. Evening and weekend appointments are avaialble. If you are unable to come to our office an attorney will meet you at your home or office. Our goal is to make the process as simple and convenient as possible for you

THE ESTATE PLANNING PROCESS

AN EASY 3 STEP PROCESS – WE MAKE IT AS SIMPLE AS POSSIBLE

To schedule a meeting at the most convenient time for you call our office. We see clients Monday through Friday, by appointment only. Evening and weekend appointments are avaialble. If you are unable to come to our office an attorney will meet you at your home or office. Our goal is to make the process as simple and convenient as possible for you

  1. INITIAL MEETING:

    The initial meeting usually only 30 to 40 minutes. At the meeting, we will discuss estate planning law and determines what options will serve your needs best. We work together to design a plan for your family right away.

  2. PLAN DESIGN:

    Once we have completed the design of your plan, we will send to you draft documents for your review, to see if you have any changes or questions. We will then schedule a convenient time to sign your documents.We have a process of reviewing the documents with you that makes your plan so easy to understand that you will know for certain that it can accomplish your goals. Once you sign your documents, your assets and your family are protected as discussed during your design meeting.

  3. SIGNING AND FINALIZING:

    This does not take long at all. Takes anywhere from 15 to 30 minutes, depending on questions and the extent we have reviewed things in advance.

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