We strive to make the estate planning process an experience that is informative and comprehensive. We use clearly defined steps and target dates to ensure your plan is completed in a timely manner.
Click here to view a general description of the appointments used in our planning process.
The first step is to schedule your complimentary consultation by contacting our office.
The next step is to complete the Estate Planning Questionnaire (“EPQ”). The EPQ can be printed for hand-written responses, or completed online. You can then return your completed EPQ by mail, facsimile, email, or by using our Secure Document Sharing. We must receive the completed EPQ at least one day before the consultation. Click here to upload using Secure Document Sharing.
During the consultation, you will meet with our attorney, Len Hagen, to learn about plan options designed for your particular situation and objectives. The consultation can be in our office or by video conference.