My Process

Knowing the steps involved in creating an estate plan helps make it easier. Here is my process:

1. Complimentary 15-minute phone call
2. Completion of an Estate Planning Intake Form
3. Initial planning session (1.5 hours, in person)
4. Document preparation (2-3 weeks) 
5. Document review
6. Signing conference (30 minutes to 1 hour, in person)
7. Document delivery same day as signing conference