Our process is as easy as 1-2-3!

Lots of people delay preparing an estate plan for one reason or another, but it is so much easier than you can even imagine.  Here is how simple it is:

Start creating your Living Trust today.

1. Contact us for a quote and an Estate Planning Application packet.  We will also provide a list of things to bring.

2. Schedule your appointment to review your application and legal decisions with the attorney.  Appointments are available in-person, via Zoom, and via FaceTime.  At this appointment, we will provide you with legal advice, guidance, examples, and ideas that might help you.

3. Once your documents are ready, we will meet again to review them together.  If you're ready to move forward, we will sign and notarize right in our office.