First we give you basic information on-line to get you started. Select the description that best fits you and your family. You will then be given a typical scenario for someone in your situation and the documents typically used in an estate plan for that scenario. Not everyone’s plan is going to look exactly like this – you are unique and your plan will reflect your particular situation. However, you will at least be introduced to the typical estate plan documents used and the reasons they are used.

Step 2: Complete the Estate Planning Worksheet

The next step is to complete our Estate Planning Worksheet which is then submitted to an attorney to review for our preliminary telephone conference. You tell us when it is convenient for us to call you.

Step 3: Talk to an Attorney

During our initial telephone conversation we will discuss your particular situation, what a plan for you might look like and review your EP worksheet. At this point we will set up an appointment so we can meet with you and discuss the specific design of your estate plan.

There is no charge to review your Estate Planning Worksheet.

Step 4: Your Attorney Prepares Your Plan

After our meeting, we will prepare the documents and send them to you for your review.

Step 5: Sign the Documents

Once you have approved the documents, we will meet to sign them.