The Planning Process Begins Now

Before anything else, we need to learn more about you, your family, and your estate planning goals. During this meeting, we can provide you with a quote for the flat fee for our suggested estate plan.

Once we’ve learned more about you, we can begin drafting important documents that will help accomplish your goals for your estate plan.

After we have drafted your initial documents, we will send them to you for review. We will be sure to go through the documents with you and explain all the articles and sections in detail.

Certain documents in your estate plan may need to be notarized. We will work with you to determine a date for signing and notarizing important papers.

As time goes by, you will likely need to make changes to your estate plan to address life changes: i.e. new children, financial changes, marital changes, etc. We offer free phone consultations for estate planning updates and a Client Maintenance Program that makes it easier to update documents as needed.

Finally, you will need to determine an administrator for your estate. This is normally handled by the attorney that helped you plan the estate, but we can help you designate another qualified individual if you desire.