Our Estate Planning Process


Your advisor will provide financial and other relevant background information about your situation and needs. You should also complete the Estate Planning Design Questionnaire to provide basic information and begin to identify their concerns and goals.


We will discuss in detail your background and family, goals and concerns, and any issues identified in the Estate Planning Design Questionnaire that require further consideration. At the end of this meeting, a fee range will be quoted based on a preliminary plan design.


The proposed estate plan design is presented you in an outline format. Together, we will work through the details of the plan design to create a customized estate plan strategy that meets your goals and objectives while addressing your concerns and anxieties.


We review the estate plan to ensure that you understand your estate plan and that it meets your goals and objectives. You then sign the legal documents to implement the estate plan.


Once the estate plan documents have been executed, we assist you with beneficiary designation changes and other funding issues to ensure the planning is effective and works as designed.


We educate your family members, executors, trustees, agents and beneficiaries about your plan, their roles, and why the plan is designed as it is.  Note: Specific financial information is not revealed during this meeting unless you choose to do so.