Step 1: Schedule an initial consultation and meet with one of our non-stuffy attorneys!
Step 2: Attend your strategic-design meeting. During this meeting, we will work out the details of your tailored & comprehensive estate plan.
Step 3: Review a summary of your plan and iron out details as needed.
Step 4: Review your documents in detail and sign your documents properly. We will also instruct you about needed actions and any suggestions going forward for successful implementation of your plan.
Step 5: Receive your portfolio and keep your plan up-to-date by meeting periodically in the future. We hope the end of this process is just the beginning of our relationship!