Frequently Asked Questions
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Estate planning is creating a plan for your family if you become incapacitated or pass away. It gives you control over your healthcare decisions, finances, who receives your property, and who cares for your minor children (if applicable), while helping your loved ones avoid unnecessary stress, delays, and court involvement.
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If you own a home, have children, have retirement accounts, or simply want to make things easier for your family, the answer is YES.
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The best time is before you need one. Give yourself, and your loved ones, the peace of mind by doing this now. Don’t wait.
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It’s a no pressure 15-30 minute phone call with our attorney to answer any additional questions you have and to help decide if you are ready to move forward.
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We make it an easy 4 step process.
Step 1: Complimentary Consultation
Step 2: Fill out an online worksheet
Step 3: 2 Hour Strategy Meeting
Step 4: Document Signing
Most clients complete the process from start to finish in 30 days.
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They don’t provide legal advice
One-size doesn’t fit all. Documents should be based off your unique circumstances, not a standard questionnaire
Your trust still has to be funded
Mistakes may not be discovered until it’s too late
Laws change and you don’t have an attorney there to execute updates simply
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We know most people have been meaning to get their estate plan done for years. Our job is to make the process straightforward, educational, and as stress-free as possible. We want you to feel comfortable, get the information you need (simply), and feel confident knowing your exact plan for the future. We are committed to providing exceptional legal guidance, outstanding communication, and a personalized experience from your first phone call to the completion of your estate plan.
We also include 1 deed recording and have a flat rate cost so you know exactly what to expect.
We’d love to work with you!
