Lindsey will guide you through the process of creating an estate plan that meets your family's goals. Through your estate plan, you will share who you trust to care for your children, handle your finances and make health care decisions. It's a four step process:
1. Peace of Mind Planning Session. At your Peace of Mind Planning Session, we will go through the different estate planning options using the information you provide us to inform you about your decisions.
2. Estate Planning Design Session. At your design session, you will finalize your decisions regarding your estate plans and we will answer any specific questions you may have.
3. Document Review Session. After your design sesion, we will prepare the first draft of your estate planning documents and send them to you for review.
4. Signing Ceremony. At your signing ceremony, you will execute your documents!
The whole process will take only 4-6 weeks.
In addition, we will follow up with you for an annual review to check on any changes that might need to be made to your documents.