Estate Planning Expertise

Basic Estate Plan

What is included in an Estate Plan?

  • A will that ensures any remaining assets not already in a trust are transferred to it upon death, providing a safety net for unallocated property

  • A flexible legal arrangement allowing individuals to manage assets during their lifetime and transfer them to beneficiaries after death, avoiding probate

  • A condensed document proving the existence of a trust and the trustee’s authority, used to provide necessary information without disclosing the full trust details

  • A legal document granting an agent authority to manage financial matters on behalf of the principal, especially in cases of incapacity

  • Legal instructions outlining healthcare preferences and appointing someone to make medical decisions if the individual becomes incapacitated

  • A form authorizing healthcare providers to share protected health information with specified individuals or organizations

  • A document specifying medical treatments an individual does or does not want in end-of-life situations when they cannot communicate their wishes

  • A legally binding document allowing individuals to specify funeral arrangements and designate someone to oversee their execution

  • A detailed list accompanying a will or trust that specifies how personal items should be distributed among beneficiaries

  • A legal process transferring ownership of personal assets into a trust to ensure they are managed and distributed according to the trust’s terms

Your Basic Estate Planning Journey

  • 1 - The Initial Consultation

    Let's spend 15 to 30 minutes talking about your needs. If you decide to proceed after our chat, please fill out our online form with detailed information. Once you're done, click the "Complete" button to send it.

    We will email you a link to set up your 2 Hour Deep Dive!

  • 2 - Our 2 Hour Deep Dive

    Next set up a meeting to discuss your estate planning questionnaire and goals in detail by selecting a time and date that works for you from our emailed calendar link. A small deposit is required to reserve your spot, applicable to your fixed fee if you decide to work with us. Before your appointment, we recommend you and your partner watch our “8 Decisions to Consider” videos.

  • 3 - Your Engagement Letter

    After your 2-hour deep dive, you’ll be provided with a fixed price quote for drafting your plan. Within the next few days, you will receive an engagement letter confirming this fixed price and scope of work. After you e-sign the engagement letter and return the deposit for half the quoted fee, we begin creating your plan!

  • 4 - Our Review Meeting

    A draft of your estate planning documents are securely stored in an online account for your review. After a couple weeks, we reach out to you to schedule a one-hour review meeting to go over your plan with you in detail. During this meeting, we not only go over your documents but also address any comments or questions you may have.

  • 5 - Signing Ceremony

    We prepare your documents for you signature with any changes you’ve requested. Once the documents are finalized and approved by you, we schedule a time to meet in our offices for your Signing Ceremony. It is important to sign your estate planning documents in front of two witnesses, a notary, and your attorney.