Two meetings. An intentional estate plan.
A more complete approach to designing, implementing, and signing your estate plan—with the organized binder delivered during the final ceremony.
Initial screening and engagement
Start with our preliminary inquiry. If appropriate, you can reserve a complimentary 15-minute Discovery Call through our website. The inquiry and call are separate from the two formal estate-planning meetings. The firm completes its review and engagement process before the Legacy Design Session.
Legacy Design Session (LDS)
We review your family, assets, goals, incapacity planning, fiduciary appointments, and plan structure. We work toward the decisions needed to prepare your estate plan and its implementation roadmap.
CIGI and implementation readiness
Our internal team drafts and coordinates documents, deeds and assignments as applicable, fiduciary letters, your Family Wealth Inventory, funding strategy, and beneficiary coordination. Material issues are resolved before scheduling your signing. An optional Legacy Interview may be arranged separately.
Estate Implementation Ceremony (EIC)
The completed plan is signed with required witnesses and notarization as appropriate. Your organized estate-planning binder is delivered during this final meeting—there is no separate binder-delivery appointment.
Record, fund, and confirm
Required deed recordings, institutional funding steps, digital copies, and remaining confirmations can continue after signing without routinely scheduling another client meeting. Complex funding matters may require additional coordination.
Let’s bring clarity to what comes next.
Tell us a little about your situation; eligible inquiries can select a consultation after preliminary screening.