Step 1
We meet either in person or via phone for a complimentary consultation to discuss your goals and needs. If we are a good match, we engage in an attorney-client relationship.
Step 2
We gather your pertinent family and financial information, in order to design a customized estate plan for you.
Step 3
We meet again approximately 3-4 weeks later to go over your newly completed estate plan and notarize the documents.
Step 4
We walk you through the steps of “funding” your trust by transferring assets to your new revocable living trust.
Step 5
Relax! Enjoy peace of mind knowing you took a crucial step towards protecting your family and legacy.
