This is where we get to know your family dynamics, and lay out your goals for your estate plan.
Prior to our meeting you will receive a brief questionnaire to get a better idea of your assets and wishes.
We will meet either in-person or online to go over the questionnaire and decide on which documents you need.
Step 2
Review Meeting
After we have decided which documents you need for your estate plan, I will get to work drafting.
Once the drafting is complete, we will meet once again to review documents and make sure that your wishes are clearly articulated and you are happy with the product.
Step 3
Signing Ceremony
With the documents in hand, we will meet in-person to sign everything and make it official!
In the end, you will receive a finalized Estate Plan Binder which will include original copies of all the documents included in your plan.
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