How We Work:
Family Wealth Planning Session
Planning for the ones you love.
Our process begins with a Family Wealth Planning Session. Before the Planning Session, you will complete our Estate Planning Quetsionnaire which will get you financially organized and allow you to start thinking about your wishes and concerns regarding your estate plan.
During your Planning Session, we will look at what would happen to you, your assets, and your loved ones, in the event of your incapacitation or death. If you decide that you want to move forward with planning to ensure that your assets pass to who you want, in the way you want; that your children are raised by the people you choose; and that your loved ones will be taken care of after you're gone, then we will present you with planning options that allow you to decide your own fee and the level of service that is right for you and your family.
After your Planning Session, we will get to work drafting your plan. In about 4 weeks, you'll come back in to sign your documents, and your plan becomes effective at that time.
Explore the links below to learn more about our process: