Plan Design


The Key Deliverables in Our Process for Creating Your Estate Plan

This is the point at which we roll up our sleeves and get to the hard work of charting out a thorough, detailed estate plan that meets your unique needs. Our team will fold in a top notch estate lawyer to kickoff the process, while we simultaneously gather data, documents and other key information to assist the attorney in drafting your estate plan documents. This part of the process takes 30-45 days, and involves a sharp focus on ensuring that all relevant components are included and drafted appropriately.

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