We help families with no Estate Plan or an insufficient one create a fixed-price comprehensive solution which eliminates estate uncertainty from their family’s future.
To accomplish that, we have developed a simple, 3-step process anyone can follow. It gives you certainty right from the first moment and puts you in the driver seat to decide how to proceed. Here it is.
Step 1: 15 Minutes to Rest Assured
- Tell us about your situation
- Have a 15-minute phone call with our primary attorney
- We give you a fixed price for a comprehensive solution right on the spot (or a range of prices if some things still need to be clarified)
- If acceptable, we schedule an appointment
The fog is cleared with no surprises.
Step 2: Together We Address All Your Needs
- In the appointment, we go over all scenarios and help you discover some you might not have thought of
- We suggest options, make recommendations, and let you choose
- We patiently answer all your questions and clarify any misconception or confusion you might have
The road is clear and we’re ready to go.
Step 3: We Create the Estate Plan & Activate It
- We create a legal comprehensive solution for you and your family
- We activate the plan and put all necessary parts in motion
That’s it. You’ve just got peace of mind!