How we’ll work together.
Four unhurried steps — beginning with a conversation and ending with a plan that feels like yours.
Conversation
We’ll begin with a complimentary 30-minute call. Tell me about your family, what’s prompting this, and what’s on your mind. No pressure, no forms.
Design
I’ll propose a plan tailored to your situation: the documents we’ll prepare, how they’ll work together, and a flat-fee quote so there are no surprises.
Drafting
I prepare your documents in plain language, share drafts for review, and we refine together until the plan truly reflects your wishes.
Signing & Funding
We sign your documents properly, coordinate witnesses and notarization, and make sure assets are aligned with the plan — a step many firms skip.
A few things clients often tell me they appreciate.
- Flat fees Estate planning packages are quoted up front as a flat fee so you always know the cost.
- Plain language Documents and emails in language you can actually read. I’ll translate the legal terms as we go.
- Time to think No rushed signing appointments. Planning decisions deserve the space to breathe.
- Afterward A clear binder, digital copies, and guidance for how to update things as life changes.
Ready when you are.
Most clients tell me the first conversation is the hardest part. It’s also often the most relieving.
Schedule a consultation