Our Process

Planning your legacy doesn’t have to feel overwhelming, so we’ve broken our estate planning process into six simple, collaborative steps designed entirely around you and your peace of mind.

1.

Intake Call 

Our Client Services Director leads an initial call, learning about your estate planning goals and sharing our process and pricing.

2.

Client Profile and Asset Sheet

Prior to the design meeting, you share financial and family information using our secure portal.

3.

Design Meeting with Attorney

You meet with an estate planning attorney to design an estate plan tailored to your unique goals and priorities.

4.

Drafting and Document Review

We prepare and send you plan documents, reviewing them together to answer your questions prior to signing.

5.

Signing Conference

We meet to sign your documents, providing necessary witnesses and notaries. You then receive originals and digital copies of all signed documents.

6.

Ongoing Service

We provide ongoing support to keep your plan updated as your life changes, giving you and your family peace of mind.

Documents Included:

Will-Based Plan

  • Last Will
  • Living Will (Advanced Directive)
  • Financial Power of Attorney
  • Medical Power of Attorney
  • HIPAA Authorization
  • Personal Property Memorandum
  • Burial and Funeral Instructions
  • Asset Location Sheet
  • Real Estate Deeds (as appropriate)
  • Document Summaries

Trust-Based Plan

  • Revocable Living Trust Agreement
  • Pour Over Last Will
  • Living Will (Advanced Directive)
  • Financial Power of Attorney
  • Medical Power of Attorney
  • HIPAA Authorization
  • Personal Property Memorandum
  • Trust Funding Instructions
  • Certification of Trust 
  • Step-By-Step Instructions for Trustees
  • Burial and Funeral Instructions
  • Asset Location Sheet
  • Real Estate Deeds (as appropriate)
  • Document Summaries
  • Estate Plan Diagram