What We are Good At . . .
The Estate Planning Process
We You will receive a questionnaire to fill out on your phone or computer and a list of documents you will collect. Even if you do not go forward with a plan, this will help you organize your financial life
Here is where we meet in person for the first time and you educate me about your family, assets and needs and we educate you about the law; and you choose the plan that works for you.
We meet one more time so you pick-up your estate plan portfolio. We provide you with instructions and guidance to transfer your assets into the trust (for trust-based plans).