What is your Structured Legacy Planning process?

We have an easy, 3-step process designed to have your trust and other estate planning documents created and signed in 2-3 weeks:

The first step is to schedule and attend your Structured Legacy Planning Session via Zoom. You’ll fill out a secure online questionnaire (“Family Profile”) before we meet so we can make the best use of our time together. During this session, you’ll learn all about your options and our flat fees. When you are ready to move forward, we’ll send you an engagement letter and invoice, both of which can be executed online.

The second step is your Structured Legacy Design Meeting. We’ll work with the details of your Family Profile and with you design your trust and other estate planning documents. After this session, I’ll draft your documents and send a copy for your review within a few weeks. We’ll then make any changes or updates you’d like to make. At this point, we’ll coordinate your Signing Ceremony.

Your Signing Ceremony is the final step of the process. After the signing and notarization of your documents, the original documents will be sent to you, organized in a professional binder, along with digital copies.