Our Process


We pride ourselves in offering efficient and comprehensive estate planning from start to finish!


Know what to expect with our straightforward process:


Contact

Reach out to get started with our estate planning questionnaire. 



We'll also share our calendar link to set up your first appointment

by phone.

Consult

During your first meeting by phone you will review your questionnaire with the attorney and go over any questions you may have.

Review

Draft documents are prepared for your review and approval prior to your signing meeting.



Any additional questions or minor changes can be addressed.

Sign

At this in-person meeting all documents are signed and notarized in our office.


Signing can also be done at your home with a traveling notary (contact us for more information).

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