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)

Estate Planning Process JPEG (2002).JPG

(Click image to magnify).

INTUITIVE

PROCESSES