OUR PROCESS
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SIGNING CEREMONY
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BINDER DELIVERY + TRUST FUNDING
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COMPLIMENTARY
ANNUAL REVIEW
Your Peace-of-Mind Planning Session is a Zoom meeting where we’ll get to know each other, explore your goals and objectives, and review your options and our flat-fee packages. If we decide that we’re a good fit to work together, we’ll schedule your Design Meeting, typically about a week later.
Thinking about a will or trust but don’t have time or aren’t sure where to start? START HERE ➡️.
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ESTATE PLAN DESIGN MEETING
This meeting (via Zoom) is focused on comprehensive legal counseling and guidance tailored to what matters most to you. We’ll discuss your goals, address any concerns you may have, and work together to create your estate planning documents. Nothing is set in stone—you’ll have plenty of chances to tweak and adjust them along the way.
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DOCUMENT REVIEW MEETING
After your Design Meeting, we’ll draft your estate planning documents, which takes about 2 weeks. Once ready, we’ll email them for your review, then schedule a Zoom Document Review Meeting to go over the documents and answer your questions before signing.
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SIGNING CEREMONY
When you come in to sign your documents, we call it a “Signing Ceremony”—a big milestone! Once signed, notarized, and witnessed, your documents are official, protecting your family and assets. You can meet with us in our office, or we can arrange a signing at your home for added convenience. We’ll provide the notary and two required witnesses, or you’re welcome to bring your own.
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BINDER DELIVERY + TRUST FUNDING
After your Signing Ceremony, We’ll prepare your Estate Planning Binder for your signed documents and send it via FedEx. You can expect delivery in approximately 10 days. If you have a trust, you can then start “Trust Funding” by transferring assets into your Revocable Living Trust.
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COMPLIMENTARY ANNUAL REVIEW
Estate planning isn’t a one-time task—and it shouldn’t be—your life, assets, and the law change over time, and your plan should keep up too. We’ll reach out annually for a complimentary review to check for major changes. Any updates are billed at our then-current rates.
Ready to get started? WELCOME! ➡️.
