It is time to schedule your Design Meeting.
Your design meeting is a chance for us to discuss how you envision the distribution of your property upon your death. It may sound a little bleak to think about, but you are providing such a gift to your loved ones by being proactive now. You are taking steps to ensure everyone knows your wishes and the necessary steps to maintain family harmony.
For the meeting, you will need to review the Particulars, People, and Property to ensure you have answered the questions. You will need to complete the questions one week before your Design Meeting, this will give us ample time to review before the meeting so we can focus on flushing out the details of your estate plan.
- Schedule your Design Meeting today to occur within the next 21 days (an estate plan is only useful if it is completed, so let’s keep moving forward)
- You can pick an in person meeting at our office or a virtual video meeting below
- Complete your questionnaire 1 week before your Design Meeting
Virtual Design Meeting
In Person Design Meeting
As always, if you have any questions, do not hesitate to reach out. We are here to make this process as comfortable as possible.