Clients in need of estate planning services should first complete (or have their financial advisor complete) our estate planning questionnaire.  This provides us with a comprehensive understanding of the client’s family and financial information.

During the initial consultation, we meet with the clients either face-to-face or on a zoom call. Meetings generally last about one hour. The initial consultation is dedicated to discussing a client's objectives and customizing a comprehensive estate plan that will address all of the client’s planning needs. We will clearly explain the specific strategies that we recommend based on the client’s objectives. We will also quote a fixed fee for the project. The fee will be based on the level of complexity and customization needed to complete the work.

We will provide the client with an engagement letter for review and signature.  We ask that the client provide us with one-half of the payment of the fixed fee at that time.  We will then draft the documents and e-mail them to the client for review.  At this point we are happy to schedule additional time with the client to answer any questions that they may have or discuss the plan with the client’s family and/or advisors.

Finally, once implemented, we will actively manage our clients’ estate plans to ensure that they continue to both function properly and meet our clients’ objectives, regardless of changes in life and the law.  We keep our clients informed periodically through our electronic newsletter and client emails. Through these regular touch points, we keep clients updated about changes in the law that might affect them, and routinely remind them to monitor their plans with regard to major life events.