Planning your estate is as easy as 123!

1. Discovery Meeting. We get to know you in this meeting usually lasting just under an hour.
2. Assessment Meeting. After getting to know you, we review your information with our team of tax and estate planning attorneys who meet with you assessing your needs. A quote is given from our fee schedule.  There is no obligation until you proceed.
3. Document Signing Celebration. We explain your estate plan to you and will take as long as needed to make you comfortable with your plan.

Getting Started

Contact Bonnie at 769-798-2123 to start planning. 
If you know your name and the names of your family members, you can start!

We offer packages containing the documents and planning needed for each situation; pricing is schedule based on estimated assets at death or hourly rates at your option. For example, our Revocable Living Trust Package, designed to avoid probate, contains the following documents:

1. Pour Over Last Will and Testament;
2. Revocable Living Trust Agreement;
3. Certificate of Revocable Trust;
4. Personal Property Statement;
5. Durable Power of Attorney;
6. Health Care Directive;
7. Organ Donation;
8. Assignment of Personal Property;
9. Deed (1);
10. Transfer of Asset Forms;
11. Personalized List of Assets; and
12. Customized Portfolio of the Completed Estate Plan.

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