Simple & Streamlined
Are you seeking to create a will or living trust but haven't found the right moment? Have you considered the burden your family will face without a clear estate plan in place?
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Our clear and streamlined process demystifies estate planning, guiding you to the peace of mind that comes with having your affairs aligned and in order.
The process for getting started is all handled online via DocuSign and online payment.
​We personally guide you through the information gathering process with simplified intake forms. The first draft of your estate plan contains an easy-to-read summary, followed by an explanation meeting where you can ask questions and make changes.
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Final documents are signed and notarized virtually or in-person at your home.
Refreshingly
simple.
Comprehensive Estate Plans
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Revocable Living Trusts
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Powers of Attorney
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Advance Health Care Directives
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Last Wills and Testaments
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Special Needs Trusts
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Asset Protection Entities
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Children's Trust
Schedule Your
Peace of Mind Planning Session
During our 60-minute virtual chat, I will commit the following to you:
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I will answer all of your questions and listen as you share your goals, concerns, and objectives.
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I’ll guide you through your options, including a Will versus a Trust, so you can make educated and informed decisions that best align with your family's needs.
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I’ll thoroughly explain our process and unique flat fee pricing, ensuring you understand exactly how much your investment will be and the timeframe involved.
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Then, if we decide we're a good fit to work together, we’ll discuss the next steps. If not, that’s perfectly okay too!
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Either way, you’ll leave our session with a clear and enlightened perspective on what you truly need (and don’t need!) to protect your family and assets.