Estate Planning Expertise
Foundational Estate Planning
Your Basic Estate Planning Journey
-
![Two speech bubbles overlapping, suggesting a conversation or communication.]()
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!
-
![Cute illustration of a calendar with a star on the date.]()
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.
-
![Close-up of a black pen writing on a white surface with some black text and icons in the background.]()
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!
-
![Magnifying glass with an eye inside, next to the words "Data Privacy"]()
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.
-
![A checkmark inside a circle at the top of a banner.]()
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.
8 Decisions to consider before you meet with your estate planner…
-
![Promotional image with text 'Decision #1 What are assets & who should get them?' and a button labeled 'Watch Now!' next to a cup of coffee and a notepad with the handwritten question 'What legacy do I want to leave?' and a pen.]()
Who Do You Trust to Manage & Distribute Your Assets?
-
![Who do you trust to manage and distribute your assets? A close-up of an elderly hand holding a baby's hand.]()
What Are Assets & Who Should Get Them?
-
![Should I keep assets in trust for my heirs? text that asks if assets should be kept in trust for heirs, and an image of a living trust and estate planning documents with a pen resting on them.]()
Should I Keep Assets in Trust for My Heirs?
-
![How do I leave assets to charity? Multiple hands holding a donation sign with the word 'DONATE' written on it, against a pink background.]()
How Do I Leave Assets to Charity?
-
![What happens if my spouse remarries? A couple exchanging wedding rings during a marriage ceremony, with a focus on their hands.]()
What Happens if My Spouse Remarries?
-
!["Decision #6 What Happens if I Have No Heirs?" and a button that says "Watch Now!". The background has a dark blue gradient with abstract wave designs. The image also shows a document titled "Last Will and Testament" with a pen and glasses resting on it.]()
What Happens if I Have No Heirs?
-
![Who will make end of life decisions for you? A healthcare worker holding the hand of an elderly person in a hospital bed. The graphic contains text asking about end-of-life decisions and a call to watch a related video.]()
Who Will Make End-of-Life Decisions for You?
-
![Can I stay in my own home? A couple smiles and shares a moment in a kitchen, preparing food together at a wooden island with vegetables and kitchen utensils.]()
Can I Stay in My Own Home?
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