Stage 1: Planning & Design Session

(60–90 minutes)

We start with education, not documents.

• Learn your options in plain English.
• Identify risks and what you want to avoid.
• Design a plan tailored to your family’s unique circumstances.
• Build a comprehensive asset inventory to keep everything organized.

Stage 2: Signing Ceremony

Your plan becomes official.

• Review and sign all documents with full explanation.
• Ensure everything is properly executed and notarized.
• Leave knowing your wishes are legally protected.

Stage 3: Document Delivery & Life & Legacy Interview

This is where it all comes together.

• Receive an organized binder with all documents.
• Get a full asset inventory with account access information.
• Record your Life & Legacy Interview — capturing your stories, values, and guidance for your loved ones.

Next Steps

It all begins with a complimentary 15-minute call.

• I’ll help you get clear on your options.
• You’ll know your best next step, whether you’re ready now or later.
• No pressure. No hard sell. Just peace of mind.[Schedule Your Free 15-Minute Call →] link to Lawmatics calendar

What About Fees?

Our planning fees are set at the intersection of affordability and effectiveness. I charge flat fees for all estate planning work — never hourly. That means you’ll know the full investment before we begin, and you won’t be billed every time you call or email with a question. This keeps costs predictable, encourages open communication, and ensures your family gets the care and clarity you deserve without worrying about the clock.

You’ll choose the level of planning that’s right for your family. Most importantly, our process ensures your plan works when your family needs it — not just a set of papers that collect dust.