Our Process
Our four step process usually takes a few weeks from intake to final documents.
If you need faster service, tell us early and we can prioritize key documents or offer expedited scheduling.
Initial Consultation
An initial conversation about your family, your assets and your goals.
Plan Design
I present a recommended structure based on our conversation.
Drafting & Review
I draft your documents, review them with you in detail and revise as needed.
Execution and Funding
Documents are signed and notarized and I provide a clear trust funding plan.
Ongoing
Life changes. Your plan should too. Clients receive periodic check-ins and prompt attention when circumstances shift.