STEP 1

Update Form: To ensure your information is up to date, please take the time to fill out our update form and indicate the changes you would like to make to your estate plan.
Estate Plan Update Form

STEP 2

Review our fee structure: Please note that our listed fee structure is for most situations. In your update meeting, our attorneys will verify our fees based on the mutually agreed upon work.

Fee Structure

step 3

Update meeting with an attorney: Call our office to schedule an update meeting with one of our attorneys. In this meeting our attorneys will assess your situation, take the time to understand your goals and together craft an estate plan that best fits your situation.

Currently, appointments are available by telephone, Zoom or in-office.

step 4

Review, Execute and Store: After your update meeting with an attorney, you will receive drafts of the change, and have an opportunity for executing.

After the changes are complete, you will received copies for you records.