Learn More About Our Estate Planning Process

During the initial meeting, we first spend some time getting to know you and your goals. You will meet with your attorney and discuss your objectives, and we will guide you through your estate planning process. Prior to the initial appointment, to ensure that your free consultation is meaningful, we will provide you a detailed Estate Planning Worksheet for you to complete on your computer or phone. The more information you are able to complete, the better!

If you don’t have the time to complete the form, don’t worry – the consultation will still be beneficial for everyone. We also discuss the range of prices on our estate planning packages so there are no hidden costs.

At the second meeting, we will review your estate plan with you to ensure that you leave the meeting with a thorough understanding of your plan. Your estate plan will be signed and notarized, and we will provide you with your estate planning documents. Finally, we will guide you through the important process of funding your trust.

Depending on the complexity of the strategy & your personal desires, additional meetings or calls may be necessary.

We know that life often gets in the way, and after you leave our offices, you may need reminders & guidance on how to maintain your estate plan now that it is drafted. Once you become our client, we like to think of your estate plan as not just a single transaction that you checked off your list. We are always available to answer any questions you may have about your estate plan, free of charge. We also send periodic check-ups through our firm’s newsletter to keep you informed of circumstances that may require changes to your trust, recent developments in the law, and important issues affecting your family and your finances.