For New Clients

Planning your estate is as easy as 123!

1. Discovery Meeting. We get to know you. Because these matters involve family as well as financial issues, we need both spouses to attend (if married). At the Discovery Meeting we develop a plan to fit your specific and unique needs.
2. Assessment Meeting. After getting to know you, we review your information with our team of attorneys who meet with you assessing your needs. A fee quote is given from our fee schedule.
3. Document Signing Celebration. While we are dealing with serious matters, we have fun. We explain your estate plan to you and will take as long as needed to make you comfortable with your plan. We set a date for the Annual Review Meeting.

Annual Review Program.

Changes happen. The Annual Review Program is like keeping the oil changed in your car. You want your estate plan to work when needed. As an additional (optional) benefit, we will store the originals of the documents in our fire proof vault. (The Annual Review Meeting is optional each year, but highly recommended.) We set a date for the next Annual Review Meeting.

Getting Started

Contact Us to start planning. If you know your name and the names of your family members, you can start!

We offer packages containing the documents and planning needed for each situation; pricing is schedule based on estimated assets at death or a specific matter. For example, our Revocable Living Trust Package, designed to avoid probate, contains the following documents:

1. Pour Over Last Will and Testament;
2. Revocable Living Trust Agreement;
3. Certificate of Revocable Trust;
4. Personal Property Statement;
5. Durable Power of Attorney;
6. Health Care Directive;
7. Organ Donation;
8. Assignment of Personal Property;
9. Deed (1);
10. Transfer of Asset Forms;
11. Personalized List of Assets; and
12. Customized Portfolio of the Completed Estate Plan.