Our Process
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01
Legacy Discovery Consultation
Our Legacy Circle begins with a complimentary Discovery Consultation to understand your family, values, and goals. This step allows us to identify the best estate planning strategies tailored to your unique needs.
02
Legacy Design Meeting
During the Design Meeting, we walk through each detail of your customized plan in clear, easy-to-understand terms. Together, we shape a legacy that reflects both your wishes and your vision for the future.
03
Legacy Drafting and Review
Once your plan is designed, our team prepares the legal documents with precision and care. You will have the opportunity to review every detail, ask questions, and make adjustments before finalizing.
04
Legacy Signing & Delivery
At this stage, your estate plan is officially signed, witnessed, and delivered into your hands. We ensure every document is properly executed so your plan is legally binding and ready for use.
Legacy Funding (Trust Based Planning)
The final step ensures your assets are properly aligned with your estate plan. Our team guides you through the funding process so your trust or will is fully supported and ready to protect your legacy.