We talk in a language that you understand
Estate planning can be emotionally daunting, full of confusing legal jargon and ramifications. It doesn’t need to be. The entire process can be stress free and smooth sailing. We take our time to explain all options and critical factors so that you can make the best possible decisions.
A plan to serve your family during your lifetime and beyond
Making these kinds of plans is an ongoing process. As your life situation changes, children grow, retirement, etc., your estate plans need to change. So, we want you to feel at home and as comfortable as possible and look forward to a long term relationship.
Simple fixed price, flat rate
We are 100% transparent with fees and won’t judge you by the size of your estate. We’ll stay within your budget, so you won’t get hit with the unexpected at billing time.
Timeframes and next steps
Feel free to ask any questions below on this quote. When you’re ready to get started simply hit ‘Accept’. We’ll be in touch with some convenient times to meet (in person or over the phone) and discuss your personal situation. From there, we’ll prepare all draft documents which can take around 2 weeks. We’ll schedule in a final appointment to go over them in detail with you.
All going well, we’ll send you final copy ready for signing. You’ll feel a great sense of relief and security, and wonder why you waited so long!
Preparation TIP: Consider making a list of assets in an Excel file before we first meet. This can free you up by not having to think on-the-spot.