How We Work
Estate planning can feel daunting, but our process is simple, and we guide you through every step. Here is exactly what working with us looks like, from learning the basics to signing your completed plan.
Get educated
Start with our free on-demand webinar to understand the basics and the options available to you. It is the easiest way to learn why estate planning matters and how it works, on your own time.
15-minute discovery call
A quick, no-obligation call to walk through the process of working with the firm and see whether we are the right fit for your family.
Strategy session
A working session with attorney William Ha. We review the family profile you submitted, talk through your goals, and answer your questions, then decide together whether a will-based or trust-based plan fits. When you are ready to move forward, we provide an engagement letter and invoice.
Design & review
We build your plan and draft your documents, then send them to you for review about three weeks later. You give feedback and request changes until everything is exactly how you want it.
Signing ceremony
Sign at our office or from the comfort of your home. With your plan in place, we stay in touch and help keep it current as life changes.
Protect what matters most to your family
Book your 15-minute discovery call today. It’s free, with no obligation.