Before you formally sign your documents, we will go over everything with you and answer any questions. You’ll leave our office with the originals and a flash drive with PDF…
If you decide to hire our firm, great! We’ll schedule your signing appointment at our office for approximately 4 weeks after you hire us. You’ll receive drafts of your documents…
You will talk to Tresi for about an hour to discuss your current family and financial situation, your goals and your questions. Tresi will design a plan to meet your…
You will receive a questionnaire to fill out regarding your estate or special planning needs to help us prepare for your consultation. When the questionnaire is submitted, a member of…
Call or email us to request information about our estate and special needs planning service.
