The Estate Planning Process

Estate planning is all about you- your goals, your legacy, your family. If you've gone through the creation of a will or trust before with another attorney, our process may feel very different and that's because we want to know you and create a plan that best suits your family and your legacy. 

To develop this customized plan,  Katie has developed a detailed step-by-step process that will help her draft your best legacy.  You may spend more time with Katie than you have with other attorneys, but she promises it will be worth it.

1. Story Meeting

We'll sit down and get to know one another. We'll talk about your family, your work, your hobbies, and your goals. Katie will explain the process and answer any questions you have about why you should have an estate plan. This is a casual conversational meeting, so you can get to know Katie and she can get to know you.

2. Design Meeting

After Katie understands what your goals are, she'll design a will or trust and other necessary documents to make it happen. She'll help you understand your options and together you'll decide on the strategies that are best for you and your family.

3. Celebration Meeting (Signing)

This is the day your plan comes to life.  After the Story and Design meetings, Katie will draft your customized plan and get it ready. She'll go over the details and intricacies, you'll have a chance to clarify any questions or make modifications. Then you'll sign the documents and we'll celebrate the fact that you've just a made a momentous step in caring for the ones you love for years to come.


Our Mission.

Helping you live a peaceful and purpose-filled future by making wise choices today.

Katie thinks family is the most important thing we have here on Earth. While she understands that thinking about and planning for the future can be scary, she is confident that making choices today will help you live a peaceful & purpose-filled life right now..