My Process

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

1. Start with a complimentary 15-minute phone call, if you like
2. Completion of an Estate Planning Intake Form
3. Initial planning session (1-2 hours, in-person)
4. Document preparation (2-3 weeks) 
5. Document review and signing (30 minutes to 1 hour)
6. Document delivery same day as signing conference