We use straightforward language that makes sense to you
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.
Creating a plan that supports your family now and into the future
Making these kinds of plans is an ongoing process. As your life situation changes, children grow, retirement, etc., your estate plans need to change. We strive to make you feel comfortable and at ease, looking forward to building a long-term relationship with you.
Simple fixed pricing with no surprises
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.
Project Timeline and next steps
Feel free to ask any questions below on this proposal. 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 tips:
- Consider compiling a list of your assets in a spreadsheet before our initial meeting. This will help you be better prepared and reduce on-the-spot stress.
- If you’re including property in your estate planning, we recommend completing land surveying before your appointment with us.