1 Consultation
We begin with an initial consultation to discuss your needs and goals. During this meeting, we gather essential information to tailor our approach specifically to your situation.
2 Design
For many, our consultation concludes with either a proposal for your estate plan design or representation of you with the settlement of your loved one’s estate. For either situation, we design a detailed plan that focuses on your objectives and specific legal requirements, ensuring each element aligns with your goals.
3 Implementation
We help you execute and implement your proposed estate plan or settlement of your loved one’s estate. We review and adjust this plan as necessary to ensure your goals and specific legal requirements are implemented.