What to Expect

During the Virtual Meeting

  • You’ll share your goals and objectives for protecting you, your property, and your loved ones.
  • We will explain your estate planning options, our process, packages and flat fee pricing.
  • If we decide we are a good fit to work together, we’ll discuss next steps

REQUIREMENTS FOR BOOKING:

  • If you are married and both of you want an estate plan, both spouses must be in attendance.
  • You will be asked to complete an online questionnaire 3 days before our session. The link for the questionnaire will be emailed to you.
  • Session is available to residents of Kansas and Missouri.

If the above conditions are not met, the meeting will be cancelled.

After the Meeting

  • If we decide we are a good fit, you may retain our office.
  • We will schedule a design meeting to review your goals and discuss the best strategies for achieving them in detail.
  • Together we will tailor a plan that meets your needs and make sure you understand how it works.
  • Your completed Estate Plan will allow you to breathe a sign of relief knowing your future is secure and you have taken the steps to maintain family harmony.

We look forward to speaking with you soon.