OUR
PROMISE
CLEAN AND SIMPLE
Over the years we have refined how we do business to create a process that facilitates getting your estate plan in place in the most clearest and most expeditious manner possible.
After the initial engagement steps are completed, we have three straightforward steps: 1) we work with you to gather the information needed to complete or update your plan; 2) we create the plan and draft the documents; and 3) we review the plan with you then execute the documents.
PowerPoint Video: The Estate Planning Process (3:01)
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(Click image to magnify).