Get Started

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What to Expect

Step 1. Watch our Free Estate Planning Video Series

You’ll learn: (a) why most folks need an estate plan; (b) wills vs. trusts; and (c) about the process and fee schedule, so you can choose the best plan for your family.

All by on-demand video, so you can watch when it’s most convenient for you. Register HERE.

2. Schedule Your Design Meeting

Your estate plan Design Meeting will be a 2-hour appointment, and we’ll spend as little or as much of this time as you need to ensure we fully understand your goals, and you fully understand your options.

3. Prepare for Your Design Meeting

Once you’ve scheduled your Design Meetings, you’ll receive a Welcome Email that includes important homework – your “Family Profile” – an online secure form to complete before your meeting.

This helps your Attorney to make the most of your time together, to know your goals and concerns, and to be prepared to answer all your questions.

4. Your Design Meeting

During your Design Meeting, your Attorney will walk through what would happen if something were to happen today, including various “what-if” scenarios.

Followed by an easy-to-understand plan for a more desirable outcome for your family that involves more certainty and less court involvement.

We ask all the detailed questions you might not even know to ask so that we can tailor your plan specifically for you. Our most common feedback from clients is that we uncover every stone and ask questions you wouldn’t have even known to ask.

5. Finalize Details and Signing Ceremony

After your Design Meeting, we’ll send you a summary of your estate plan design choices. Nothing you decide on at the Design Meeting is set in stone – this allows you further time to consider your choices and talk to family members and loved ones.

After you’ve reviewed and approved all your estate plan design choices, your Attorney will draft your plan, which you’ll sign about four weeks after your Design Meeting.

At your Signing Ceremony, your Attorney will review all the legal documents and answer all of your questions.

6. Update Assets and Legacy Meeting

After signing your estate plan, you typically need to make updates to your accounts and beneficiary forms. Your Attorney will review these steps in detail during your Signing Ceremony and then you can begin making the necessary updates.

And at your Legacy Meeting, we’ll present your binder that holds all your estate planning documents, as well as Legacy Letters for you to capture in writing your insights, values, stories, and experiences. These Legacy Letters are resources we’ve created to help guide you in thinking through the intangible values, thoughts, and stories you would like to pass to your children and fiduciaries.

Also, we will record your Legacy Video where you can verbalize on video your memories, stories, or values.

7. Membership and Maintenance

Your Legacy Meeting isn’t the last time we’ll talk. We value relationships with our clients and we regularly communicate with clients and look forward to a lasting relationship with you. We go over the details of Client Membership at your Legacy Meeting.

Register for the Free Video Series HERE!