Your Estate Plan Design Meeting is confirmed! Steps to take before your meeting:
1. Complete Your Online Profile
Please complete and submit this secure online family profile at least three days prior to your Estate Plan Design Meeting. The profile gathers family and asset information, and gets you started thinking about who you want to name in your plan. We will review your profile and make changes or additions at the design meeting. Please don’t hesitate to reach out with any questions. You will receive your online profile in a separate email.
2. Review the Estate Planning Packages
We offer three different comprehensive packages at a flat fee. We will review the packages and answer any questions in the design meeting prior to help you decide which package best fits the needs of your family.
3. Save the Directions to Our Office
Our primary office is downtown on 18th and California, and we are on the 24th floor. There is a kiosk at the front to check-in when you arrive. Plan on 2 hours for the design meeting where we will begin drafting out what your plan looks like and who will be named.
