how it works
a guide to our comprehensive approach
While there are a series of steps that are integral to any estate plan, our approach can vary depending on your circumstances and what’s important to you
our difference
what to expect
get to know you
there's a series of questions we'll ask that helps us get to know you and understand your objectives
1
fixed pricing
we're passionate about price certainty. we'll provide you with a fixed scope of work and pricing promise
2
strategy meeting
an in person or online meeting where we talk through your circumstances and wishes to develop a plan tailored for you
3
document drafting
a series of comprehensive documents are prepared to align with your instructions
4
signing meeting
an in person meeting to step through the documents, answer any questions, and assist with ensuring the documents are signed properly
5