Getting Started

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If you would like us to contact you to discuss your estate planning needs, please let us know by filling out the form below and we’ll be in touch with you shortly. We look forward to meeting you!

The Estate Planning Process

  1. Attend a Free Estate Planning Educational Talk

By attending a free educational talk, you’ll gain a broad understanding of the estate planning process and techniques. We offer a complimentary, private estate planning meeting to all talk attendees.

  1. Set Up Your Estate Plan Design Meeting

We hold appointments Monday through Friday, 9am-5pm. If you’ve attended a talk prior to your meeting, we block off two hours. If you prefer to skip the talk, we block off three hours for the initial meting, and we hold the appointment slot with a $250 fee. We’ll take as much of this time as necessary to ensure we fully understand your desires and you fully understand the plan.

  1. Preparing for Your Design Meeting

You’ll receive a Pre-Meeting Package once you schedule your meeting. This package includes great information on how we serve our clients, who we are, our firm philosophy, and our fee schedule.

Your package also includes important homework – your “Family Profile” – to complete and return to our office ahead of your meeting. This allows your Attorney to make the best of your time together – to know your goals and concerns – and to be prepared to address all your questions.

We’re a “paper-lite” office and this Pre-Meeting Package is provided in electronic form unless you request a paper version.

  1. Your Design Meeting

During your Design Meeting, your attorney will give you a clear road-map if something were to happen today, including various “what-if” scenarios. We’ll follow that with an easy-to-understand plan for a more desirable outcome for your family that involves more certainty and less court involvement.

During this Design Meeting, we ask all the detailed questions you might not even know to ask so that we can tailor your plan specifically for you. Our most common feedback from clients is that we uncover every stone and ask questions you wouldn’t have even known to ask.

  1. Your Signing Ceremony

Following your Design Meeting, we’ll send you a summary of your estate plan design selections via our secure client vault. Nothing you decide on at the Design Meeting is set in stone – this allows you further time to consider your selections and talk to family members and loved ones. We know these decisions are important, so we want to ensure you have plenty of time to consider all selections before we draft the legal documents for your signature.

After you’ve reviewed and approved all estate plan design selections, your Attorney will draft your plan, which you will sign about four weeks after your Design Meeting. At the Signing Ceremony, your Attorney will review all the legal documents one-by-one and answer all of your questions.

  1. Your Legacy Meeting

At your Legacy Meeting (the third and final meeting during the planning phase), we’ll present your binder that holds all your estate planning documents. In addition to the legal documents, we compile a number educational and legacy-related documents to guide the many “fiduciaries” (key people) in your plan.

We also provide “heirloom documents” for you to capture in writing your insights, values, stories, and experiences. Our “heirloom documents” are fillable documents we’ve put together to help guide you in thinking through the intangible values, thoughts, and stories you would like to pass to your children or fiduciaries.

Also, we will record your “Legacy Video” where you can verbalize on video your memories, stories, or values.

  1. Membership and Maintenance

Your Legacy Meeting isn’t the last time we’ll talk. We value relationships with our clients. We regularly communicate with clients, and look forward to a lasting relationship.