When you first contact us, we will schedule a Planning Session and send you a questionnaire. This questionnaire is designed to capture all the family, medical, and financial information Alexis will need to gain an initial understanding of your present situation and goals, and to develop a proposal of work tailored to address your needs.

Next, you will bring the completed questionnaire to the Planning Session at our office. (Alexis can come to your home if travel is difficult.) Expect the session to last about 2-2½ hours. During that time, you will learn quite a bit about the laws pertaining to your situation and goals, and together you and Alexis will make decisions for moving forward.

Soon after this meeting, we will send you a proposal with fees quoted. When you sign and return the proposal, Alexis will get to work.

We will mail you drafts of your documents for review and ask you to contact Alexis with any comments or corrections.

The last step is for you to return to our office to sign the final documents and Alexis will answer any remaining questions you might have. We will also provide you with a letter describing the documents for your future reference.

We invite you to contact us to schedule a planning session to discuss your specific needs and goals.