Before we begin, we want you to feel clear and confident about what’s ahead. This Welcome Guide gives you a snapshot of who we are and how we work. It outlines the information and documents we’ll need from you, our pricing and payment options, the timeline you can expect, and what final documents we’ll provide.
This guide is designed to give you peace of mind and help you feel prepared as we start the estate planning process. Once you’ve reviewed it, we’ll move into a short questionnaire to gather some initial details.
