We take an education-first approach to estate planning. During the consultation, we may require clients to attend one of our live events or watch a prerecorded webinar. This ensures our clients understand the benefits of estate planning and are equipped to make informed decisions.

The next step is our 2-hour Life and Beyond Planning Session. Before the session, you will complete homework that will leave you feeling more organized and put together than you have in a long time—maybe ever.

During the Planning Session, we will examine what would happen to all of your assets and loved ones if anything were to happen to you.

Then, we’ll determine a plan together to ensure everything goes the way you want it to, so you are always in control. Your family will always know just how much you care. If we identify ways to better care for your family, we will present planning options that allow you to decide on your fee and the level of service that is right for you and your family.

The third step is to design and craft an estate plan that meets your personal goals and objectives.