Get Started
Let us make this genuinely easy for you. Our process is built to defeat the two biggest threats to the people you love: procrastination and confusion.
Hiring a lawyer you actually enjoy working with, one who guides you through every stage of life and makes sure your family is supported now and long after you are gone, can be smooth and straightforward. Our promise is to give you the counsel you need, the legal planning you want, and a relationship you can trust, at a price that works for you.
Free 15-Minute Meeting
Pick this option if you have not attended one of our educational events yet and you want us to make getting started as painless as possible. Be sure to ask how you can get your Life & Legacy Planning® Session at no cost.
Book Your Life & Legacy Planning® Session ($750)
In this working session we walk through exactly what would happen to everything you own and everyone you love if something happened to you. We get to know your family dynamics and your assets, and teach you enough about the law that you can tell us what you would like to change. Ask about how your Planning Session could be at no charge.
Welcome To Our “Estate Planning For Busy People” Process
However packed your schedule is, and however complicated or simple your situation may be, we make it as easy and affordable as we can for you to get the right plan at the right price, and to keep that plan current so it works when the people you love need it.
Step 1
Life & Legacy Planning® Session
We start with a Life & Legacy Planning Session so we can really understand who you are, what you own, and what you care about. Whether or not we go on to work together after that, you will walk out more financially organized than you have ever been, with a map your loved ones can use to locate everything you have if an emergency strikes. During the Session, we will look at the state’s default estate plan for you, and if you would rather have a different one, we will help you choose the right plan at the right price.
Step 2
Review Your Decisions & Inventory Your Assets
After your Planning Session, we send you a summary of every choice you made, so you can revisit your decisions and be sure they are the best ones for you and the people you love. That includes the list of your key people named as guardians, executors, powers of attorney, and trustees. We also send you an inventory of your assets, which is the single most important safeguard against leaving your family a tangled mess, and it is designed to stay current throughout your life.
Step 3
Sign Your Personalized Estate Plan
At your signing ceremony, and yes, it truly feels official, we go over your legal documents alongside a diagram of your plan and walk through all the legal language specific to your family and your decisions. If we meet in the office, we arrange the notary and witnesses for you. If we meet virtually, we print and mail your complete estate plan so you can sign it and send it back to us easily, and then we handle the rest of the processing.
Step 4
Deliver Your Plan
For most firms, a signed plan is where the estate planning journey ends. Not for us. That is the point where our support really begins. Along with your plan, we deliver a Life & Legacy Recording we create together, so your stories, your insights and your values are captured as part of your plan. We make certain every asset is titled the right way, we deliver the piece of your plan that protects your minor children, and we make sure everyone you named knows exactly what to do.
Ensure Your Plan Works Throughout Your Life
Nothing matters more to us than your plan actually working when you or your loved ones need it. Your life will change, your assets will change, and the law will change. An estate plan is never a “one and done” errand. It is a living responsibility to yourself and to the people you love. We have the processes and systems in place to keep your plan current for the rest of your life, and because we are an “Estate Planning for Busy People” firm, we make the whole thing remarkably easy for you.