Estate Planning
The firm asks what planning is needed, then follows the same path every time.
What is needed
We ask what estate planning you need: a will, living will, power of attorney, or trust.
The fact finder
We always send a fact finder. You fill it out and send it back.
Speak with the lead attorney
We schedule time with the lead attorney to go over the specifics.
Documents for review
The documents are prepared for your review.
Meet to sign
After you approve them, we meet to sign.





