what we do

Our Process

One of the things that sets us apart from other firms is our estate planning process. Unlike other firms that meet their clients once or twice at most, we typically follow a 4 step meeting process (outlined below).

Our process ensures that we take the time to get to know you, listen to your concerns, understand your needs, and make a recommendation based on what best suits your family. Each time we interact, our goal is to move one step closer to completing your estate plan. We want to ensure that the process is easy and painless: we hold your hand through each step and by the end of it have a completed product to show for it.