Our Process

 We begin with a brief complimentary consultation, conducted via Zoom or phone, at your convenience. This allows us to understand your unique circumstances, your goals for the future, and your specific estate planning needs. We'll answer your initial questions and help you determine the best course of action. 

 Following our initial discussion, we'll send you our comprehensive estate planning questionnaire. This questionnaire is designed to gather all the essential information we need to draft your personalized estate planning documents.

 Once we receive your completed questionnaire, we will send you an invoice for our services. 

 Upon receipt of your payment, our experienced team will immediately begin drafting your personalized estate planning documents. We guarantee delivery of your draft documents within 2-3 business days, and often, we are able to provide them much sooner. 

 We'll schedule a follow-up consultation to review your draft documents in detail. We'll discuss any necessary changes and answer any questions you may have. We'll then make the agreed-upon revisions and provide you with your final documents. 

 To finalize your estate planning documents, you can either come to our office and execute, where we will provide the notary and the witnesses (appointment is required); or, you will need to execute them in the presence of a notary public and two disinterested witnesses who are over the age of 18. We can provide guidance on finding a notary in your area.