So how does it work?

You are an individual. There is no one quite like you--and your estate plan shouldn't be one-size-fits-all either! So that means the first step in your estate planning process is DISCOVERY! 

Family Time

You're all done for now!

 

But I'm still here for you. I'll check in periodically to make sure your plan stays up-to-date, no matter what the future brings for your family. 

Family in the Kitchen

Then, we dive in.

 

We'll have a real, working meeting to review your current estate plan (even if you think you don't have one), and see what strategies could help you reach your goals.  

Woman Painting

Plan is just right? Perfect!

 

Time to execute. 
I'll guide you through your next steps, and help you through sharing your plan (if you want). 

First, let's meet!

 

I want to learn about you, your family, and what inspired you begin your estate planning journey.

Women Running

If you decide to work with me, I'll craft the documents unique to you, your family, and your situation. I'll double-check with you to make sure I have everything right before we finalize your plan. 

Image by Christina @ wocintechchat.com
Mother in Love

Build Your Legacy

Estate planning is more than just a set of documents. It's your way to ensure your legacy is passed on to those you love the most. 

No matter your income, wealth, or age, you have more to pass on to your loved ones than material goods. Legacy planning allows you to share your values, your story, your hopes and dreams for your family.

 

And I can help.