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Our Process
Step 1: Initial Consultation
During this discovery meeting, Mark will listen attentively and provide personlized advice based upon your specific needs.
Step 2: Assessment and Analysis
After gathering all relevant information, we conduct a thorough assessment and analysis of your assets, family situation, and any existing legal documents.
Step 3: Document Drafting and Review
We meticulously draft the necessary legal documents for your estate plan. Once the documents are prepared, we will review them with you, explaining their purpose, provisions, and potential implications.
Step 4: Execution and Implementation
After the document review, we guide you through the execution process, ensuring that all legal requirements are met.
Step 5: Ongoing Support
We offer ongoing support and guidance, providing answers to your questions, addressing any concerns, and assisting with estate administration when the time comes.
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