3 Simple Steps To Effective Estate Planning
Personalized planning made simple. We employ a practical approach to design the right plan that fits your unique needs. Here is our 3-step process that helps determine your needs, educates you about Estate Planning, creates the documents you need, and establishes or amends your current Estate. Pricing to Amend and Restate your Family Estate Plan and all supporting documents, including funding support, is $1,500. Payment plans are available.
#2. Schedule Free Phone Consultation
Select the button on the right to schedule your free phone consultation online.
Your “homework” is to complete our client intake sheet. We have an online version available or you may also download a PDF version. We will need this information to draft your Estate plan. We may have a few follow up questions for you, so we’ll let you know.