Our estate planning process is done in three easy steps:
- You complete our easy to understand client information booklet.
- We prepare draft documents for your review and make edits, as necessary.
- Your final documents are prepared for signing and notarization.
- No charge for notary services for all estate documents executed in person.
- Each Trust Package or Will Package is delivered in a binder with tabs.
- We can help with the critical step of funding your Living Trust.
Our estate planning process is done in three easy steps:
- You complete our easy to understand client information booklet.
- We prepare draft documents for your review and make edits, as necessary.
- Your final documents are prepared for signing and notarization.
- No charge for notary services for all estate documents executed in person.
- Each Trust Package or Will Package is delivered in a binder with tabs.
- We can help with the critical step of funding your Living Trust.