
Getting Started – Estate Planning
Step 1.
Contact our office to schedule an initial consultation.

Step 2.
Before your initial consultation, complete our confidential estate planning questionnaire.

Step 3.
Locate any existing wills, trusts, real estate deeds, and other estate planning documents you have previously signed and either send copies to us before (or bring them to) your initial consultation.

Step 4.
To help prepare for your initial consultation, review background information on estate planning.

Step 5.
Begin contemplating the decisions you will need to make as part of the estate planning process.
