Our process begins with a Life and Legacy Planning Session with a Personal Family Lawyer. Before the Session,  you will complete homework that will have you feeling more organized and put together than you have in a long time. Maybe ever.

During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen to you.

Then, we’ll determine a plan together to make sure everything goes the way you want so you are always in control. And so those you leave behind know just how much you care.

Should we decide there are things we can do to take care of things better than they are taken care of now, we will present you with planning options that allow you to decide on your fee and the level of service that is right for you.