The first step to getting started is to schedule an initial no-cost initial consultation by calling, emailing or contacting us from our website.

Fees:

  • No-Cost Initial Consultation Meeting, if you decide not to go ahead with our services, we will not send you a bill for your initial consultation.
  • If you decide to use our services, the majority of our services are billed on a flat-fee basis which is quoted before any work begins. For any services that can not be billed on a flat-fee basis, we would inform you of the rate prior to beginning work.

Timing:

  • Most estate plans can be completed in four weeks or less.

Documents to bring to the estate plan meetings:

  • General list of your assets and liabilities (personal financial statement)
  • Death benefit and cash value amounts for any life insurance policies
  • Real estate deeds
  • Prior estate planning documents
  • Prenuptial agreements
  • Divorce settlement agreements
  • Buy-sell agreements