01 Peace of Mind Planning SessionWhen you‘re ready to begin working on your estate plan,
book a virtual meeting at a time that works for you. After collecting some of your information up front, we’ll talk through your family’s needs and answer your questions - no legal jargon, no pressure. We’ll go over your options and the packages we offer so you can decide what is right for your family.
02 Estate Plan Drafting DayTogether, we’ll roll up our sleeves and create a clear, customized strategy covering wills, trusts, guardianship, and any other needs that fit your family’s situation. Your ‘Revocable Living Trust’ and other estate planning documents will be drafted and ready for finalization by our team. This meeting can be virtual or in person - it’s up to you!
After drafting day, we will work to finalize your documents and send a walkthrough of your final estate plan.
03 Signing Ceremony & Legacy PortfolioThis special event is where your estate plan is signed, notarized, and witnessed, making everything official. A few days following the ceremony you will receive your Legacy Portfolio, containing all of your executed estate planning documents in an organized binder.With your plan in place, your family and assets are now protected and you can move forward knowing you and your loved ones are cared for.