From start to finish, we are here to make Estate Planning easy!
Call or email and we will find a time that works for you or you can schedule an appointment online.
We ask that you complete our easy confidential questionnaire.
We discuss your life, financial situation and goals. You chose your desired estate plan and we design it with you.
We create your documents in approximately 2 weeks. You relax and wait for the mailed rough drafts to come to your home.
You look over your documents. We answer questions and make any needed changes. You approve the drafts.
We see you in our office to sign your documents (in front of 2 witnesses and a notary). We give detailed instructions on asset titling.
We scan your documents and package them in a convenient portfolio which is mailed to your home.
You update the beneficiaries on your assets and then smile because your loved ones are now protected.