Did you know we have a simple, 3-meeting process to complete your estate plan in just 4 weeks?
Here’s how it works:
1. Peace of Mind Planning Session: In our first meeting, you’ll share your goals and concerns, and we’ll go over your options. We also present our flat fees upfront, so there are no surprises. If we’re a good fit to work together, we’ll move on to the next step.
2. Design Meeting: This is where we roll up our sleeves and design your estate plan together. You’ll have plenty of time to review drafts before we finalize everything.
3. Signing Day: Once your plan is set, we’ll book a time for you to come to the office to sign. We’ll provide the witnesses and notary, so all you need to do is show up and sign!
That’s it—an easy 3-step process to give you peace of mind and protect your family’s future.
Ready to start your own Will or Trust? You can book your Peace of Mind Planning Session HERE. Mention this blog and we’ll waive the $450 session fee!
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