How We Work…

Guiding You with Clarity, Compassion, and Confidence

➀ Take the 1st Step

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Want to know if we are a good fit for you and your needs? Book a Discovery Call

OR

Are you ready to get started on your planning? Book a Planning Session

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➁ Pre-Meeting Questionnaire

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After you have booked a planning session, you will be required to complete your pre-meeting questionnaire and provide requested documentation. This exercise in itself will help you become more financially organized and it allows the attorney to review your matter prior to your meeting, which will ensure your meeting is as productive as possible.

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➂ Your Planning Session

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During your planning session the attorney will discuss your planning objectives with you, she will propose planning options and present you with our flat-fee planning packages, which allows you to select the plan that fits your needs and your budget.

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➃ Plan Design

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With the help of your attorney, you will design a plan that is the best fit for you and your loved ones. The design is intentionally unique to your circumstances.

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➄ Plan Development

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Our team goes to work. Drafting, reviewing, qualifying, and communicating with you, during each phase.

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➅ Review Session

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In this phase, you spend some time with your attorney reviewing the drafts of your documents. She will explain each document, review any questions you may have, and discuss revisions you may want to make. This meeting can be either a phone call or Zoom call.

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➆ Your Signing Meeting

A diverse group of six business professionals in a meeting room, engaging in a discussion with documents and notebooks, with large windows in the background.

At this meeting you finalize your plan by signing all documents before two witnesses and a notary. If applicable, you will also receive detailed instructions on funding your trust.

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➇ Your Legacy Organizer

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After all documents have been signed, scanned, and uploaded to our secure client portal, we schedule a “Legacy Organizer” pick-up. Your organizer will contain all of your original documents with dividers and tabs so that you can easily locate the documents you need.

If you are unable to pick up your binder in person, we are more than happy to ship it to you.