Our 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 really 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 individual estate plan.  You may spend more time with Katie than you have with other attorneys, but she promises it will be worth it.

The Meet & Greet Session

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. With most clients, this meeting takes about 60 minutes.

The Strategy Session

After Katie understands your goals , she'll design a will or trust and other necessary documents to make it happen. She'll help you understand your options, explain the steps you need to take on your own, and together you'll decide on the strategies that are best for you and your family. We’ll go over documents covering the details and intricacies together, and she’ll answer all of your questions about your customized plan. This meeting usually takes 45 - 60 minutes.

The John Hancock Session

This is the day your plan comes to life.  After the Story and Design meetings, Katie will finalize your individualized documents and prepare for this meeting. She'll go over the details and intricacies again if you have any questions or concerns and 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. This meeting usually takes between 15 - 30 minutes.

Our Mission

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

Katie believes family is the most important thing we are blessed with 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.