Getting Started With Your Estate Plan
An introduction to our firm and getting your estate plan in place.
Congratulations on wanting to start your estate plan!
You may already know exactly what you need, or the process might seem slightly overwhelming. Maybe you’re somewhere in between?
In any case, you’re in excellent hands with our over 18 years of combined estate planning experience.
If you aren’t sure about where to start with planning your estate, our brief introduction will answer all your questions.
We’re here to demystify the legal jargon, remove any confusion, and make it easy to start the process of getting your estate plan in order.
If, at any point, you’re ready to reach out to us directly with your questions, feel free to use our Contact page.
We always respond within 24 hours and look forward to your inquiry.
Protect Yourself And Your Family With A Professionally Drafted Estate Plan
While it can be difficult to discuss and plan for what happens after your death, the legacy you leave behind shouldn’t be tainted by legal complications.
Having your documents in order means you can get the maximum benefit from your assets during your lifetime, limit unnecessary court costs and fees after your death, and ensure that your estate will be administered efficiently; thereby getting your assets into the hands of your chosen beneficiaries as quickly as possible.
We help simplify the estate planning process by providing sound, custom-tailored advice, expert guidance, all while using an easy technology-enabled process. We create a comprehensive plan that ensures that you, not the Probate Court, remain in control of your estate to protect you and your loved ones.
How Our Estate Planning Process Works
Getting your affairs in order can be as simple as 1, 2, 3
1. Set up a free consultation
After you reach out to us, one of the attorneys on our team will provide a free 30-minute phone consultation.
This call will make sure we’re a good fit for each other and provide direction for the next steps, which could include a virtual meeting.
2. Meet with our attorneys
In the meeting, we’ll discuss the different options available to help you accomplish your goals and the implications of different decisions. If necessary, we can set up a follow-up meeting to review any important details.
We will go over your desires, make recommendations to fill those needs, and set timelines for drafting and completing the process.
You provide important information to us about your family, wishes, and assets through a secure online form that is easy to complete.
3. Draft, revise, and sign your documents
Once we have the go-ahead from you, we’ll get started drafting your estate planning documents for your review.
We’ll keep you advised at every step along the way!
After we discuss your estate plan and you approve the documents, we will set up a time for you to sign your documents, and we’ll even provide a beautifully organized binder to keep all your notarized documents safe.
Ready to get started?
Set up a no-obligation initial consultation. We can schedule a phone call or Zoom video chat at your convenience.
Our entire process can be completed virtually for your safety and convenience.
We look forward to hearing from you!