Estate Planning Design Appointment
At this meeting, we will discuss your current circumstances, your goals and any concerns you may have regarding your estate. We will then start designing your estate plan and make sure you and your loved ones are protected.
Estate Planning Signing Appointment
1 hour 30 minutes
At this meeting, we will review your finalized estate planning documents and guide you through signing and notarizing the documents.
Trust Administration and Probate
At this meeting, we will discuss the trust administration and/or probate matter and help guide you through the next steps.
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