top of page
Our Estate Planning Process
You Are Here
You have no plan or an outdated plan.
Watch or attend our engaging 90 minute Workshop giving you a comprehensive overview of Estate Planning.
FREE Vision Meeting
75 minute meeting with an Attorney to identify your individual planning goals, explore options to reach those goals, and select your plan.
Design Meeting
75 minute meeting to review personal and financial information, review counseling issues, and design your plan.
Review/Signing/Funding Meeting
Review your documents, sign your plan into reality, and execute your "Funding Roadmap".
Final Portfolio Delivered
Ensure plan design and funding are complete. Discuss Maintenance Plan.
bottom of page