The process for estate planning generally takes 1-3 months. Following are the steps you can expect in our process together:

1. Set up a complimentary initial consultation with me using the link below so I can assess your needs and give you a flat fee quote.
2. I will send you a link for a new client questionnaire to fill out along with an engagement letter outlining my services and fee which needs to be signed and returned with my engagement fee.
3. You will set up a “legacy planning” session using the link below where we will discuss your wishes for your end-of-life and incapacity planning.
4. I will draft your documents and send them to you for review. If necessary, we will have a call to go over the documents.
5. Once the documents accurately reflect your wishes, I will put them in final form and give you instructions for signing.
6. I will provide you with detailed instructions for “funding” the trust and other details to finalize your plan and be available to answer questions along the way.

*Please know that all sessions will be done remotely via phone or Zoom.

Please feel free to set up an appointment using this link. If you prefer, you may also call our office or email us. Thank you and we look forward to speaking with you soon.