Our Process
We believe in a comprehensive and personalized approach to estate planning. Our Legacy Crafting Process consists of three essential meetings, each designed to ensure that your estate plan authentically mirrors your unique life and values.
Step 1. Planning Meeting: Gathering Information
We believe that your estate plan is more than just paperwork; it's the beginning of your Legacy Blueprint journey. In our initial planning meeting, we embark on this journey together, fully aware that it may delve into sensitive topics that evoke emotions. Please understand that these discussions are essential to gather invaluable information.
Our estate planning journey begins with a personalized planning meeting. We aim to understand your family dynamics, financial situation, and dreams for the future. This is the foundation of your estate plan, designed to reflect your unique life.
Step 2. Review and Refinement Meeting: Adding the Missing PiecesÂ
After the planning meeting, we meticulously review all the information gathered. We assess your existing assets, liabilities, and any additional details that may have been overlooked. This second meeting is crucial for ensuring nothing is missed, and your estate plan is as comprehensive as possible. We work together to refine and tailor the plan to your specifications.
Step 3. Crafting Your Legacy - Making it Official. Â
The third and final meeting represents the culmination of our collaborative journey. This is where the blueprint for your legacy comes to life. We are dedicated to ensuring that every detail is in place as we present your customized estate plan, which encompasses wills, trusts, and all necessary documents.