During our complimentary initial 30-minute consultation, we aim to address your queries and alleviate concerns related to your specific estate planning goals. If you're unsure about your objectives, we'll assist you in identifying them by delving into what matters most to you and what you hope to achieve through the planning process. We'll provide insights into available planning options, explain their workings, and determine the most suitable approach for your unique situation. Additionally, we'll offer guidance on the associated costs. Should you choose to proceed, the subsequent 90 minutes will be dedicated to tailoring the details of your estate plan to align with your needs.
 

At the signing meeting, we'll thoroughly review your estate plan with you, addressing any questions you may have, and oversee the execution of your estate plan documents. Emphasis will be placed on the significance of funding your estate plan, and all documents will be organized into a comprehensive estate planning portfolio for your convenience.
 

Recognizing that change is inevitable, whether in your family dynamics, health, finances, or the legal landscape, it is crucial to revisit your estate plan every 2-3 years or as needed. We commit to working with you to ensure your estate plan remains current and reflective of your evolving circumstances.