Our Process

We start with a conversation, not a sales pitch. In your free consultation, We will listen to your situation, ask a few focused questions, and give you a clear picture of what your plan should include and what it will cost. There is no obligation and no pressure. If we are a good fit, we move forward. If not, you will leave with more clarity than you came in with.

Once you decide to move forward, we schedule a dedicated planning session. This is where the real work happens. We walk through your goals, your family structure, your assets, and any specific concerns you have. Together, you build the framework of your plan. By the end of this meeting, you will know exactly what documents you are getting and why each one matters.

After your planning session, We draft your documents. We use flat-fee pricing, so there are no billing surprises while your plan is being prepared. You will receive a draft to review before your signing meeting. If you have questions or want to make changes, we handle them before the final signing.

Your signing meeting is where your plan becomes legally effective. We walk through each document so you understand what you are signing and why. We handle the notarization and witnessing requirements in-house. You leave with a complete, executed estate plan and clear instructions on next steps, including how to fund your trust if one is part of your plan.

Your estate plan is not a one-time transaction. Life changes, and your plan should keep up. Marriage, divorce, new children, a business acquisition, a significant change in assets, any of these can affect your plan. We are here when those moments happen. Heirloom clients receive straightforward guidance on when and how to update their plans as their lives evolve.