Our process.

Estate planning, made easy .

How it works.

A simple, understandable process to give you confidence in your plan.


Initial Consultation

We get to know each other and you can ask general questions about estate planning.


Inventory & Assessment

You provide us with information about your family, assets and estate planning goals.


Design Session

Together, we design your unique estate plan to meet your specific needs and goals.


Drafting & Review

We draft your estate planning documents and you review and request any changes.


Signing Session

You sign your estate planning documents with our help, so nothing is missed or left behind.


Ongoing Service

We do not charge you for follow up questions or to make minor changes to your plan.

Working together

You are the captain and we are the navigator. Tell us where you want to go and we will show you the way.

If you are looking to protect your assets and legacy, plan for incapacity, appoint trusted guardians for your minor children, or ensure a smooth transition of your business, we will work together to design a plan that helps avoid probate, minimize estate taxes, and privately transfer wealth to your heirs.

Let's talk.

No fuss. No fees. Your estate planning with our law office starts with a no-cost initial consultation.

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