Our Process
Working with us is simple and organized, leaving you with confidence and peace of mind
WHAT TO EXPECT FOR ESTATE PLANNING
Our Process
01
Telephone Consultation
An electronic Retainer Agreement and a Retainer Fee payment link will be sent via email.
02
Client Questionnaire
Once the Retainer Agreement is signed and the Retainer Fee payment is made, our team will send you an electronic Client Questionnaire to begin completing. This helps us collect the important information we need to draft your documents.
03
Drafting Your Documents
Once we receive your completed Client Questionnaire, we will begin drafting your important documents. When your Estate Planning documents are ready, they will be provided to you for review.
04
Zoom Review Meeting
A Zoom Review Meeting will be scheduled with the attorney to review the Estate Plan documents together and discuss any questions or changes you may have before finalizing the documents. We want you to feel confident about your documents and ensure they are perfect for you.
05
Signing Ceremony & Portfolio
Finally, your Estate Plan Portfolio will be prepared in final form, and you will attend a Signing Ceremony at our office to execute your Estate Plan documents. You will leave with your Portfolio the same day.
Our Values
Integrity
We uphold the highest standards of integrity, as well as ethical and moral virtues in all of our actions and the services we provide.
Commitment to Excellence
We are committed to providing quality and excellence in the professional services we undertake to provide.
Client-Centric Focus
We seek to understand, learn from and meet the needs of individuals, families and businesses to serve you as best we can.
Educate and Empower
We strive to empower our clients with education and knowledge of the legal process every step of the way. We want to share our knowledge with you, to help you and your family succeed.
Diversity
We strongly encourage and welcome the power of diversity, especially those who have been underserved or under-represented. We were raised to treat the janitor with the same level of respect as we would treat a CEO. We strive to ensure all of our clients feel appreciated, heard, and valued regardless of the size of the matter we undertake on their behalf. Legacy planning is for everyone!
Innovation
We strive to lead through innovation – maximizing the use of technology to the fullest extent possible, to enable us to serve our clients better and expand our ability to reach as many individuals as possible.
Commitment to Giving Back
We believe that making a difference in the world starts with us! As we grow and expand our business services, it is our goal that our business growth will enable us, both with time and financial means, to give back to the community and those in need, specifically to causes near and dear to our hearts such as families, women in distress, children in distress, victims of human trafficking and elderly care.
Transparency
We believe trust is built through open, honest communication.
We keep our clients informed at every stage, ensuring you always understand
your options and feel confident in the decisions you make.
GET STARTED
Schedule a Free Consultation
Trusted Advisors for Florida Families — in Estate Planning, Business Services, Probate, and Guardianship.