OUR PROCESS

Bringing your estate plan together.

We move from initial conversation through design, drafting, and completion, with each stage building naturally on the last.

By the end, everything has its place.

Our process moves through four stages

1

Introductory Consultation

We begin with a brief introductory consultation to learn about your goals at a high level, introduce our process, and answer initial questions.

2

Discovery & Planning

We explore your assets, relationships, and priorities in greater detail, establishing the foundation for your estate plan.

3

Plan Design & Drafting

We design your estate plan and prepare the necessary documents, including trusts, wills, and powers of attorney as appropriate.

4

Signing & Implementation

You sign your documents with full understanding, and we ensure everything is properly organized and coordinated so the plan will work as intended.

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READY TO MOVE FORWARD?

Every plan begins with a conversation.

If you’re ready to explore what planning could look like for you, the first step is simple. You can also explore our services for additional detail.

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