STEPS FOR YOUR ROADMAP
Schedule your free consultation, and fill out the pre-meeting form.
Meet with the attorney to discuss your goals and aspirations and have your questions answered.
Return the signed representation agreement with one half of the quote for services and schedule your estate planning meeting.
Our attorneys will craft an estate plan tailored for you.
Attend your estate plan meeting for a presentation of your proposed plan. Suggest changes and ask questions about the plan.
Attend your estate planning signing and finalize the planning process.