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STEPS FOR YOUR ROADMAP

Step 1

Schedule your free consultation,  and fill out the pre-meeting form.

Step 2

Meet with the attorney to discuss your goals and aspirations and have your questions answered.

Step 3

Return the signed representation agreement with one half of the quote for services and schedule your estate planning meeting.

Step 4

Our attorneys will craft an estate plan tailored for you.

Step 5

Attend your estate plan meeting for a presentation of your proposed plan.  Suggest changes and ask questions about the plan.

Step 6

Attend your estate planning signing  and finalize the planning process.

 

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