START YOUR ESTATE PLAN
today
THE TIMELINE TO YOUR ESTATE PLAN
01.
Intake Form
Fill out our Client Questionnaire which will help us get to know you better. You can fill it out on your own time with no commitment and when you are ready to start your estate planning, you can send it our way by email or upload.
02.
Meeting
After you have filled out your Questionnaire and sent it to us we will get back to you to schedule a meeting so we can go over all the details, pricing, and timeline.
03.
Draft Review
After our meeting, we will get right to drafting your estate plan documents so you can have them ready to review.
04.
Assembly and Execution
Once we have reviewed all of your estate documents with you and you are satisfied with your estate plan, we will assist you with the signing and execution of of your estate planning documents.
Our Partners
Attorney rebecca@lifelegacypa.com
Attorney armando@lifelegacypa.com
There Is No Lawyer More Eloquent Than the Heart.
Sylvain Maréchal (1788)
