Four steps. No surprises.
A simple, transparent process from the first conversation to a signed and funded plan. Flat fees, plain English, no hourly billing.
A clear path, every time.
Every client walks through these four steps. The plan changes; the process doesn't.
Free Consultation
A focused 30-minute conversation to understand your family, your assets, and what you want your plan to do. No pressure, no obligation.
Plan Design
We map out the right structure for your situation — which trusts, which entities, which documents — and walk you through it before we draft anything.
Document Drafting
Custom-drafted documents tailored to your plan. Reviewed in plain English with you before signing.
Funding & Support
We retitle your assets into the trust — the step most plans skip — and stay with you for the lifetime of the plan.
Free Consultation
~30 minutesA focused 30-minute conversation to understand your family, your assets, and what you want your plan to do. No pressure, no obligation.
30 minutes. No cost. No obligation. We meet you in person, on the phone, or via video.
Plan Design
~2 weeksWe map out the right structure for your situation — which trusts, which entities, which documents — and walk you through it before we draft anything.
Two weeks. We design the structure that fits your situation, then walk you through it in plain English before drafting anything.
Document Drafting
~1–2 weeksCustom-drafted documents tailored to your plan. Reviewed in plain English with you before signing.
One to two weeks. Documents are custom-drafted, reviewed with you, and signed under proper witness and notarization.
Funding & Support
OngoingWe retitle your assets into the trust — the step most plans skip — and stay with you for the lifetime of the plan.
Ongoing. We retitle your assets into the trust, set the structure up correctly, and stay with you for the life of the plan.
Where most plans fail: funding.
A trust only works if your assets are actually inside it. Most plans never get there. Ours always do — it's step four for a reason.
Funding is the step where ownership of your home, your accounts, your business interests, and your investment property gets retitled into the trust. It's tedious. It involves a lot of small paperwork at banks, brokerages, and the county clerk's office. And it's the step most other planners hand off to you as homework.
We don't. We handle the retitling for you — or walk you through every account, signature, and form when self-service is required. The plan isn't done until your assets are inside it.
Schedule Your Free Consultation
Tell us a little about your situation and we'll be in touch within one business day. Every consultation is free and confidential.
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