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How it Works
Step #1. Phone Consultation
We start with a free consultation to get to know each other and answer your questions. We’ll also talk about your situation and how we can help.
Step #2. Intake Discussion
This 45-minute phone or Zoom call covers your estate planning decisions and how you want your trust and other documents set up.
Step #3. Review the Draft
Within a few days, we upload a draft and summary to your client portal for review. We’ll make any changes you need until it’s just right.
Step #4. Sign Your Final Documents
Once approved, we FedEx your documents for signing. You get free changes for a year and lifetime consultations.
Learn More!
We'll email you an information packet and planning checklist
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