Our Process

Step 1: Book an Appointment

• Visit our website or use our app to schedule a free consultation with an attorney.
• The consultation will provide you with an opportunity to learn more about estate planning and discuss your specific needs.

Step 2: Consultation with Attorney

• During the consultation, the attorney will engage with you to gather all necessary information.
• This information will be crucial for drafting your estate planning documents, such as a Will, Trust, etc.

Step 3: Document Drafting

• The attorney will use the gathered information to draft your estate planning documents.
• These documents will be comprehensive and tailored to meet your specific requirements.

Step 4: Document Review

• Once the documents are ready, they will be sent to you for review.
• Take the time to thoroughly review the documents to ensure they accurately reflect your wishes and intentions.

Step 5: Execution Arrangements

• After your review is satisfactory, we will coordinate the execution of the documents.
• This may involve arranging for a notary or an attorney, and if necessary, a witness to be present during the execution.

Optional Service: Document Storage

• For an additional subscription fee, we offer the option to store your estate planning documents in our Wills and Trust registry.
• This service provides a secure and convenient way to keep your important documents accessible.

If you have any specific inquiries or if there's anything else you'd like to know, feel free to ask!