Get Started

Get Started

Start to Finish, Quickly & Easily:

Getting launched is simple.  All you have to do is call our office in Eagle at 939-2600 to set up an expedited appointment. An appointment will usually be available within a week of the time that you call.  Once the appointment is set up, just follow these simple steps:

1.  Click HERE to go to the Estate Planning Questionnaire.  Print off a copy.  Then fill in all of the parts that pertain to you and bring the completed questionnaire to your first appointment.

2.  Click HERE for a map to our office which is located at 101 Eagle Glen Lane in downtown Eagle.  Or you can simply click HERE to print off and follow simple directions to the office.

3.  At our first meeting, we will review the details of your family, property, and circumstances.  We will then discuss your options with regard to the use of a simple Will or a Living Trust and the cost of each option. 4.  Once you decide whether you prefer a simple Will or a Living Trust, we will go over the details of the arrangement you have selected and discuss the particulars of the various documents that will be prepared.  Careful attention will be given to the details of your unique circumstances and needs as these documents are developed.

5.  We will then set a follow up meeting for your return visit about 10 days later.  Between the two meetings, we will draft the documents you have selected and the drafts will be mailed to you so that they can be review them carefully before they are signed.

6.  At the follow up meeting, we will make any needed corrections to the documents and will then sign, witness, and notarize them.

7.  If a Living Trust has been prepared, we will also take care of recording the deeds in each county where you own real estate in order to move the properties into the Trust.

8.  That’s all there is to it.  The whole process usually only takes a few weeks.  Congratulations.