What Makes Us Different

Our process begins with a complimentary case assessment where we will ask for some basic information about you and your goals to help determine whether we may be able to assist you and if so, the best way to get started.

Depending on your unique needs, we may recommend that you begin with either a Strategy Session or a Vision Meeting. 

Your strategy/vision meeting is where we meet to develop our game plan. We typically block two hours on our calendar for your session and we focus entirely on you and your family during this time.

We will guide you to gently look at what would happen to your loved ones and with your assets if something were to happen to you today. And then we will look at what you want to happen instead and we will help you create a roadmap to get that plan in place as easily as possible.

In the 24-48 hours following your meeting we send over all of the design decisions we made for you to review and confirm. After doing this work for several years, we have learned that things can change once you have a chance to think on it so we want you to be completely confident before we start drafting.

Your signing meeting is a celebration! Just like you celebrate getting to the closing table for real estate transactions, we reward your decision to get your estate plan in order. This meeting is typically 4 week after your design meeting.

We don’t stop at signing. After you sign your estate planning documents, we schedule you for the final step with our office. In the plan delivery/family meeting we deliver your original documents, discuss funding, and provide you with the necessary information to ensure your goals are known and followed when you are no longer in control.