Our four-step process.

All estate planning services are flat fee and depend on your needs. Our estate planning process happens in four meetings over six to eight weeks from start to finish. First, we meet with you in a 60-minute Legacy Planning Meeting to learn more about your needs, goals, and family dynamics. Based on information gathered from your intake form and what was discovered during your Legacy Planning Meeting, we customize your package and provide you with the investment amount. From there, you can select from several payment options, including paying in full, splitting your investment into two payments, and utilizing Affirm/PayLater to finance your legal fee and benefit from an extended payment plan.

 

The first three meetings (Legacy Planning Meeting, Design Meeting, and Review Meeting) will happen virtually over Zoom. For your final meeting—the signing ceremony—we meet in person! We offer expedited services as well as options to opt out of virtual meetings for free. When our schedule allows, we can also offer expedited hospital services.