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Estate Planning – Process
At every step, we guide you through a simple and efficient process that ensures your estate plan is tailored to your unique needs. The entire plan will be completed in 4-6 weeks, providing peace of mind that your future is secure. Each step can be done virtually, except for the signing ceremony, for your convenience. Here’s what you can expect:
1. Peace of Mind Planning Session
This initial session is designed to teach you about the different estate planning options available, explain the entire process, and discuss the fees involved. It’s an opportunity to ask questions, clarify your goals, and begin shaping the best plan for your future.
2. Design Meeting
During this meeting, we’ll work with you to design a unique estate plan customized to fit your specific needs and goals. This is where your plan takes shape, with every detail considered to ensure it reflects what’s most important to you and your loved ones.
3. Document review Meeting
In this meeting we’ll carefully review each document to make sure everything you want and need is included. This is your opportunity to ask questions, make any changes, and confirm that your plan reflects your wishes before moving forward.
4. Signing Ceremony
A celebratory moment where everything comes together! You’ll sign your documents, officially putting your plan into action and ensuring your wishes are honored. It’s a moment of peace of mind knowing that your legacy and loved ones are protected. This is the one step that must be done in person, but we make sure it’s simple, meaningful, and rewarding.
