Our Process

We start with an initial 15-minute Needs Analysis call to learn more about your estate planning needs. If we are a good fit, we book a more in-depth meeting called a Family Wealth Planning Session.


The most important key to a successful meeting is your completion of the Family Wealth Inventory. The Inventory must be completed at least 3 days prior to your Family Wealth Planning Session.


The Family Wealth Planning Session gives us a basis for the design of your Life Fulfillment Plan (Estate Plan). You will choose the level of service that makes the most sense for you and best fits your budget. You will walk away knowing exactly what will happen if you or your spouse (if married) become incapacitated or die, and how your assets will be handled in each circumstance. You will know exactly how your children, extended family, and organizations that matter to you will be cared for. You will have the peace of mind knowing that you have made decisions that will build your wealth while solidifying your legacy.


Upon completion of the Family Wealth Planning Session, we will book our review and signing meeting. During the signing meeting we review all of your newly created estate planning documents and discuss how they work. I will answer any questions and you will sign all of your estate planning documents to make them valid. I will scan the executed documents and provide you with an organized binder containing your personalized Life Fulfillment Plan  (Estate Plan). We will also discuss any of the intangible assets that you would like to leave behind and create a video documenting the non-monetary things that you want to preserve.


Estate planning is not a one and done scenario. We keep in touch with you to make sure that as your life changes, your estate plan is kept up to date. We encourage you to reach out if there is a death, marriage, birth, retirement, relocation, or any other major life changes.