Estate Guru
Why Estate Planning?
Appointment Preparation
Fill out our Estate Planning Appointment Guide before your first appointment.
Information Appointment
Follow our simple questionnaire to gather all relevant information for your estate plan.
Document Creation
The attorney assigned to your plan will create your documents. Your estate plan package will then be sent to our office for review, signature, and notarization during your follow-up appointment. In unique situations, our attorney may need to follow up with you to ask clarifying questions.
Execution And Funding
We will work with you to ensure your estate plan is executed and funded.
Start your Plan with Confidence
We’ll guide you through every step
Your Estate Plan may include the following:
Will
Revocable Living Trust
Financial Power of Attorney
Health Care Power of Attorney
Explore Our Estate Planning Guide
Get a closer look at how estate planning works and what to expect.