Your Path to Peace of Mind
Six clear steps—from first call to funded trust—so you know what happens next at each stage.
Estate planning process steps
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01
Free Initial Consultation
Duration: 45-60 minutes | Location: Our office, your home, or remote
Michael reviews your family, assets, and goals, then outlines the documents you need and quotes fees upfront—no pressure.
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02
Design Your Plan
Duration: 1-2 weeks | Format: Detailed questionnaire
You complete a detailed questionnaire; Michael reviews answers with you and locks the design before drafting begins.
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03
Draft & Review Documents
Duration: 2-3 weeks | Revisions: Unlimited
Drafts arrive for your review. Ask anything—Michael revises until the language matches your intent and you understand each section.
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04
Signing Ceremony
Duration: 60-90 minutes | Location: Our office or your home
Guided signing with witnesses and notary—spouses, trustees, or other signers coordinated in one sitting when possible.
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05
Implementation & Asset Transfers
Support: Ongoing | Guidance: Step-by-step
Funding checklists for deeds, banks, and brokerage accounts; Michael prepares deeds and coaches you through the rest so the trust actually holds assets.
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06
Ongoing Support
Response: Within 24 hours | Access: As needed
Email or use the contact form after births, marriages, moves, or big purchases—Michael amends plans as life evolves and later advises trustees or executors.
Ready to Get Started?
One message starts the clock—Michael replies within 24 hours, usually sooner.
Send a message →A Practice Built on Trust
Personal Attention
You work with Michael—not a rotating associate—for every major decision.
Clear Communication
Plain-language walkthroughs so you know what each document does and why it is there.
Remote Meetings Available
Evenings and weekends available on Zoom or Google Meet at the same fee as office visits.
Free Consultations
First meeting is free: get your questions answered with zero obligation.