Take the First Step Toward Peace of Mind
Peace of Mind Starts Here
Starting your estate plan is a significant step, and we're here to make the process simple, reassuring, and efficient.
Our carefully designed approach combines professionalism with a warm, personalized touch. Every decision is reviewed together, ensuring you feel confident every step of the way. Best of all, the entire process typically takes only eight weeks. That means within two months of meeting us, your family's future can be protected and free from the risk of court battles or conflict.
Your Journey Begins: The Legacy Planning Session
The process starts with a Legacy Planning Session, where you'll gain the knowledge and clarity you need to make the best decisions for your loved ones.
This session is more than just a meeting—it's a collaborative opportunity to:
- Understand what would happen to your assets and loved ones if something were to happen to you today.
- Identify any changes you'd like to make and clarify your ideal outcomes.
- Decide if we're the right fit to guide you through this important journey.
Customized Planning for Your Family's Needs
If we're a good fit, we'll guide you in selecting the planning level that best suits your family's needs. We offer three distinct planning levels, empowering you to choose the option that provides the right level of protection and peace of mind.
Once your plan is designed to your satisfaction, you'll return about a month later to sign your newly created estate plan. From that moment, your family and assets will be fully protected in the event of death or incapacity.
Our Commitment to Ongoing Support
Unlike many law firms, our relationship with you doesn't end once you've signed your estate plan. We take a proactive approach to ensure your plan remains effective as your life evolves.
Here's how we go the extra mile:
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Secure Asset Ownership
We verify that all assets are correctly titled to work seamlessly with your plan. -
Clear Guidance for Loved Ones
We ensure that everyone you've named—whether to care for you, your children, or your estate—knows exactly what to do when the time comes. -
Preserve Your Legacy
Beyond legal documents, we help capture your values, stories, and insights, ensuring these intangible assets are preserved for future generations.
Continued Care for Your Plan
Life changes, and your estate plan should, too. That's why we meet with you every three years to review and update your plan, ensuring it always reflects your current wishes and circumstances.
Take the first step toward protecting your family and creating a legacy that lasts. Contact us today to schedule your Legacy Planning Session.