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Getting Started

The Wills & Wellness Estate Planning Process

Learn more about the unique Wills & Wellness Estate Planning process. Our proven and streamlined process relieves common pain points through education, collaborative design, and ongoing maintenance. Our most common feedback is that we make this process much more enjoyable and thorough than expected.

We help educate you about all things estate planning in a light and entertaining way. Our free in-person talks and our on-demand videos offer the same content, so you can choose which format works best for you.

Let’s Learn In-Person Let’s Learn On-Demand

We offer a complimentary 30 minute meeting (video call or in-person) to learn more about you and your needs, to discuss our firm, process, packages, and pricing, and to determine whether we are a good fit.

Let’s Meet

 
We schedule 2 hours (video call or in-person) to discuss your preferences and options, so we can tailor your plan specifically to you. Our thoughtful attorneys will use their expertise and ask detailed questions you might not have even considered in order to make sure all scenarios are covered for your comprehensive plan.

Following your Design Meeting, we’ll send you a summary of your estate plan design selections. Nothing you decide at the Design Meeting is set in stone – this allows you further time to consider your selections and discuss with loved ones. We know these decisions are important, so we want to ensure you have plenty of time to consider everything. Following your review and approval, your attorney will draft the legal documents for your signature. At your Signing Ceremony, approximately 3 weeks after your Design Meeting, you and your attorney will walk through all the legal documents together and answer your questions.

Following the signing of your estate plan we typically need to make updates to your assets (real estate titles, beneficiary designations on financial accounts, etc). Your attorney will review these steps in detail during your Signing Ceremony so you understand the action items that need to be completed.
At your Legacy Meeting, we’ll present your binder that holds all your original estate planning documents. We also provide you with our Legacy Suite, which is comprised of our Legacy Letters and our Legal Guides. Our Legacy Letters include tools for you to capture your insights, values, stories, and experiences, as well as outline your preferences and wishes for your loved ones. Our Legal Guides outline the roadmap, legal and ethical obligations, and other valuable information for the people named in your plan. You will also have the wonderful opportunity to record your Legacy Video in which you can capture and memorialize your legacy in a more tangible way for your loved ones.

We value relationships with our clients and we will regularly communicate and look forward to a lasting relationship with you. We go over the details of our client membership program at your Legacy Meeting, which includes complimentary or reduced fees on future updates, secure online storage of your plan, client member only events, and more.

Ready To Get Started?

Let's Learn In-Person
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Let's Meet