Custom estate plans, no matter where you’re at in life’s journey.
Just like we custom design your estate plan, we let you customize the intake and design process to best suit your lifestyle. To give us the background information we need for the free initial consultation, you can choose to fill out our intake form online, or you can fill out our paper form (available here if you’re single, or here if you’re married). For the consultation itself, you can choose to have it in person at our office, or using a video conference application like Zoom, RingCentral, or FaceTime.
During the consultation, we will discuss your unique situation and the specific objectives you have for your estate plan. We will answer any of your questions and ask our own questions to help refine your objectives for your customized estate plan. At the end of the initial consultation, we are usually able to give you a flat fee quote—or at least an estimated range—for whatever options you are interested in.
From there, you can take as much time as you want to consider your options. Even if you ultimately decide not to move forward, you won’t be charged and we will be happy to help however we can in the future. If you do decide to move forward, we are usually able to prepare draft documents for your review within 30 days so that you can get back to your life knowing you have a solid estate plan in place.
1. Intake Form
Complete our confidential and secure intake form to give us the background information we need for the initial consultation to make the process as efficient as possible for you.
2. Free Consultation
With the intake form complete, we can dive right into discussing your different estate plan options and maybe even start designing your plan.
3. Flat Fee Quote
We’ll give you a flat fee quote for whatever options you’re considering. If you decide not to move forward for any reason, there’s absolutely no charge.
4. Ready in 30 Days
Because we use automation technology and workflow optimization, we typically have your documents ready to sign 30 days after we finish custom designing your plan.