What to expect…
Peace of Mind Planning Session or Webinar
The first step to having your own Estate Plan is to either schedule a Peace of Mind Planning Session or watch our Webinar. Both options will teach you about the different plans available, the process, and the fees involved.
Design Meeting
Our second step is to book your Design Meeting. Here, we will roll up our sleeves and design your estate plan documents based on your unique situation and needs.
Document Review Video
Since our firm prides itself on efficiently and convenience, no need to sit with us for multiple hours to discuss your documents! We will send you a review video to watch at your own pace, and on your own time, to make sure your Estate Plan is absolutely want you want and need.
Signing Ceremony
Finally, when it is time to execute your documents, you can either come into the office or sign your documents in the comfort of your home. No need to take off work or get a babysitter. Once executed, your family and assets are now protected, congratulations!
