Get Started
Step 1:
Step 1:
Client intake form
Step 2:
Step 2:
Read over retainer agreement (terms and conditions).
Step 3:
Step 3:
Meet, discuss, and take instructions.
Step 4:
Step 4:
Draft and review estate planning documents collaboratively.
Step 5:
Step 5:
Complete and sign the will and/or powers of attorney.