Get Started Estate Planning

Step 1: Schedule an Appointment

There is no cost or obligation in this meeting. Click to call us on the right from your mobile phone, or fill out our contact form to schedule an appointment online.

Step 2: Fill Out a Worksheet

After you schedule your appointment, we will send you an Estate Planning Worksheet to fill out. You will need to return your completed Worksheet to us at least three days before our meeting.

Step 3: Attend your Planning Session

At this meeting, we’ll learn more about your family. Then we will inform you about what would happen to your family and assets if you died with your current plan or no plan at all. If you want to change your current plan, we can give you a flat fee quote for the cost and design a new plan for you.

Step 4: Attend a Document Review & Signing Conference

About four weeks after the Planning Session, we will review your estate plan together and then sign the documents. You will then have a plan in place that’ll secure your family’s future.

Step 5: Attend a Legacy-Planning Session

If you are interested in legacy planning, we can guide you to pass on more than just your financial wealth. We will have a conversation about your life lessons, values, personal story and more. We have developed a method for capturing these reflections to help you pass them down to future family generations.

Schedule an appointment

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