gain confidence and assurance that your estate is taken care of
Our Estate Planning practice is focused on assisting families in preparing an estate plan that fits their needs and provides them confidence and assurance that their estate will be taken care of when they pass.
1. Understand
Everyone’s circumstances are different with their own individual goals when it comes to an estate plan.
During this step, we take the time to ask you important questions to help us fully understand your specific needs and wishes. We want you to feel assured that your estate plan will reflect your unique situation.
2. Draft
With a clear understanding of your needs and wishes, we begin drafting each of the customized documents that will be included in the estate plan.
We work closely with you every step of the drafting process. With our knowledge and experience, we ensure the documents are written in a professional and comprehensive manner.
3. Refine and Review
Once the estate plan is drafted, we send the customized documents to you for review.
We incorporate any changes you want made and then send the documents back for approval.
Throughout the refining process, we answer questions, make suggestions, and willingly accommodate any changes that you request.
4. Result
Once the documents are approved, we set up a time to meet with you and get the documents signed and notarized.
It is rewarding to see our clients leave with peace of mind and a fully effective estate plan that protects against the unknowns and ensures that their legacy is protected.
