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Our Estate Planning Process
Contact Us
Speak with an attorney about your circumstances and the estate plan you want to create.
Step-1Gather your Information
Use our client portal to gather information on your assets, desired beneficiaries and other information your attorney will need to create your estate plan.
Step-2Meet with Us
Meet with an attorney for a longer discussion about your desired estate plan. Our attorneys will use the information to create the plan that best meets your needs.
Step-3We Get to Work
Our attorneys will draft the estate plan and provide you with a copy for comments and edits.
Step-4Signing and Storing
Once you are satisfied with the estate plan we have created we’ll provide instructions on signing and storing the documents so that they are legally valid and available when needed.
Step-5
Our Attorneys
