OUR PROCESS

Initial Listening Session

Your initial meeting is always complimentary. Time spent listening and asking questions gives us the opportunity to learn about you, your family, your goals, and your values. Good estate planning goes far beyond learning who gets what and simply generating some documents.  

Design 
the
Plan

Together we design a plan that reflects your goals and values. We understand that the most important part of this design is to make sure that your loved ones are cared for and protected, that your assets are preserved, and that you can pass on your legacy as you wish.

Implement the
Plan

To implement your plan, you will need to sign several documents describing how your plan will work and who will serve in important roles. In addition, it is very important that your assets are aligned with your plan. 

Once your plan is in place and your assets are aligned with your plan, you can relax and enjoy life. But circumstances may change over time, or there may be changes in the law. We are available to make sure your plan will continue to work the way you want it to even if things change.