How It Works
Process, Fees & Timing
Everything you need to know before your first conversation with us.
From First Call to Signed Documents
No-Cost Initial Consultation
Your first meeting is free with no obligation. We will listen, answer your questions, and provide a fee quote. If you decide not to move forward, you will not be billed.
Transparent, Flat-Fee Pricing
Most services are quoted at a flat fee before work begins. When hourly rates apply, they are disclosed upfront.
Six Weeks or Less
Most estate plans are completed within four to six weeks. For more complex matters, we will walk you through the timeline before work begins.
Your First Meeting
What to Bring
Having the following documents on hand will help us give you the most accurate and useful advice during your consultation. Don't worry if you don't have everything — none of it is required to schedule.
- Personal financial statement (overview of assets and liabilities)
- Life insurance details (death benefits and cash values)
- Real estate deeds
- Prior estate planning documents
- Prenuptial agreements
- Divorce settlement agreements
- Buy-sell agreements