1. Meet with you to discuss your family and finances.
You teach us about your family and your assets, and we teach you about tax law and the estate plan the State provides you, if you don’t plan for yourself.
2. Design your plan.
We design your plan with you step-by-step, through each phase of your family’s lives: the present, potential incapacity, death, and then children’s and grandchildren’s lives through the generations.
3. Review and sign your documents.
We won’t let you sign your documents until we sit with you and go through each instrument, making sure everything is as you planned it to be, and that you have no lingering questions that can blossom into dreadful concerns.