How It Works

Getting Started With Estate Planning

  • This meeting compiles a complete list of your assets and prepares it for family in case of any emergency. We will review the default plan for you and discuss how to customize it to get the right plan in place for you and your family.

  • After your planning session, you’ll receive a summary of your choices and decisions about your estate plan. This includes a list of your key people named as guardians, executors, powers of attorney, and trustees, along with other important decisions. You’ll review and confirm elements of your estate plan so that we can start drafting your final documents.

  • Before signing and notarizing, we will review all of your documents together and pay special attention to important legal language specific to your family. For in-person meetings, a notary and witnesses will be coordinated. For virtual meetings, we will print and mail your full estate plan to you and you’ll coordinate notaries and witnesses. We include return instructions so that we can complete the processing of your plan.

  • Ensuring ownership and beneficiaries of your assets are in alignment with your Last Will or Living Trust is an important part of the process. We’ll review how to work through your current assets along with new assets you acquire in the future. When you fund your Last Will and Living Trust, everything passes to your family just how you intend.

  • With your complete plan in hand, it’s crucial to make sure the key people named in your plan have exactly what they need during emergencies and also to maintain your estate. We work with you to contact the key people and arm them with the right information .

    Your estate plan is an active assignment for you, your family and loved ones. We’ll help by checking with you over time and being available for updates and changes.

OPTION 1 - ABOVE THIS AREA

OPTION 2- BELOW THIS AREA

  • Planning Session: This meeting compiles a complete list of your assets and prepares it for family in case of any emergency. We will review the default plan for you and discuss how to customize it to get the right plan in place for you and your family.

  • Update and Finalize: After your planning session, you’ll receive a summary of your choices and decisions about your estate plan. This includes a list of your key people named as guardians, executors, powers of attorney, and trustees, along with other important decisions. You’ll review and and then confirm elements of your estate plan so that we can start drafting your final documents.

  • Sign and File: Before signing and notarizing, we will review all of your documents together and pay special attention to important legal language specific to your family. For in-person meetings, a notary and witnesses will be coordinated. For virtual meetings, we will print and mail your full estate plan to you and you’ll coordinate notaries and witnesses. We include return instructions so that we can complete the processing of your plan.

  • Last Wills & Living Trusts (if applicable): Ensuring ownership and beneficiaries of your assets are in alignment with your Last Will or Living Trust is an important part of the process. We’ll review how to work through your current assets along with new assets you acquire in the future. When you fund your Last Will and Living Trust, everything passes to your family just how you intend.

  • Inform & Maintain: With your complete plan in hand, it’s crucial to make sure the key people named in your plan have exactly what they need during emergencies and also to maintain your estate. We work with you to contact the key people and arm them with the right information . Your estate plan is an active assignment for you, your family and loved ones. We’ll help by checking with you over time and being available for updates and changes.