Our Process

I have built a legal practice based on the idea that law is a service industry. To succeed in the long-run, clients must come first. We must listen carefully to client concerns, include them in the decision-making process, and explain this complex area of the law in easy to understand terms.

You come first. We make this process convenient and adjust our schedule to work for you. We work weekends and evenings by appointment. We can even come to your home or meet via Skype, ZOOM or Facetime. Whatever is more convenient for you, we will make it happen.

I believe in transparency. Our fees are straightforward and fair. It has taken years of education and experience to reach our level of knowledge, for which we charge a fee. But, I also understand that if I cost too much or don’t provide excellent service, our clients will move to another firm. I believe we have arrived at an equitable balance.

Our goal is to be as efficient and time conscious as possible. While your situation may require a different method, typically we can assist a client using these steps:

Set up a Phone Call or Meeting: We set up a time to either meet or speak on the phone. I know you are busy, so I will always try to complete the task on the phone if possible.

Preparation: To make the best use of our time, beforehand, send me your information by completing our questionnaire.

Estate Planning Questionnaire: Don’t worry; most people don’t get much past filling in their names. The more you give me, the more efficient I can make our time together. Just remember, if you having a hard time gathering all of the information, imagine what it would be like if your loved ones had to figure who to call for your life insurance, 401k, and other important aspects. We help you get organized!

Our Initial Call or Meeting: During the call or meeting, we will talk about your unique situation and what type of plan fits your needs. In many cases, we arrive at a decision on a project, and I send you a summary and an exact fee quote. If you agree, you instruct me to move forward, and I start drafting. Easy! We then find a time to review and sign the documents. Whatever and whenever is most convenient for you.

What We Will Talk About
Our years of experience allow us to recognize and use the best tools for your specific facts and circumstances. We don’t have a form book; we have an encyclopedia of knowledge. Your plan will likely utilize The Big Three Estate Planning Documents (Will, Financial Power of Attorney, and Healthcare Power of Attorney and Living Will), but may also use advanced Estate Planning techniques such as; Living Trusts, Business Succession Planning and more.