How it works
From the first question to the binder on the shelf
Most plans take three to five weeks from the first meeting to signing day. Here is every step.
- 01
Step 1: Call, or pick your question
Tell us in a sentence or two what's on your mind. We'll suggest who you should meet and what to bring.
- 02
Step 2: Sit down together
An hour at our table, or yours. We listen first, then explain your choices in plain words.
- 03
Step 3: A flat fee, in writing
Within a few days you get a letter with what we'll prepare and the whole cost. Nothing starts until you agree.
- 04
Step 4: We write it out
Drafts come to you to read at home. We go through them with you and change what doesn't sound like you.
- 05
Step 5: Signing day
You sign with witnesses and a notary in our office, at your home or in a care home.
- 06
Step 6: The binder goes home
Your originals, your letter and a list of where things are, in one place your family can find.
Before the first meeting
What to bring to the table, if you have it
None of this is required. Whatever you can find helps us give you a clearer answer the first time.
Any will, trust or power of attorney you've signed before
A rough list of what you own, and how it's titled
Life insurance and retirement account statements
The names of the people you'd trust to help
For probate: the death certificate and the will
For Medicaid: recent bank statements and care-home papers
Ready for the first step?
Pick a time that suits you, or call and we'll find one together.