Our Process

Each and every client is very important to us and we believe in personalized service, taking a personal interest and educational and proactive approach. With our clients, we determine individual needs, desires, and values. Then, we explain your options to you in clear, easy to understand language. Only when you are informed about and comfortable with our recommendations do we tailor a plan to address your goals, desires, and needs.

No Surprises.
When you work with us, we promise to provide you with top quality legal services at an affordable price. But, more importantly, we promise to dedicate the time and attention needed to build a relationship that you can trust. After a free consultation, we offer our services at a flat rate rather than billable hours, ensuring that you never have to worry about surprise additional costs.

Step 1

Initial Consultation

Start with a 15-minute consultation

This call with Eileen will give you the opportunity share your needs and concerns as well as to see if we are a fit to help you.

Step 2

Design Meeting

We design a plan for you

Based on your unique circumstances, needs and wishes, we create a custom estate plan for you.

Step 3

Signing Meeting

We finalize everything

To ensure everything is completed as planned, we sit down with you during a signing meeting to go over all the paperwork and make sure the ‘T’s are crossed and ‘I’s dotted!

We invite you to learn more about who we are, what we do, and how we can protect you and your family. Better yet, why not contact us for a consultation? We welcome the opportunity to meet you in person, get to know one another, and forge a lasting relationship.

Already have an estate plan?

If you have an existing will or a partial, or complete, estate plan, let us help you make sure all your bases are covered. Estate laws can be tricky, so even if you have a will, there is still a chance that your estate could end up in a tedious probate process. We offer a 50-point review process in order to assess your current plans. Once reviewed, you will decide if the plan in place works the way you’d like. Together, we will work to make sure your plan is complete to the full extent of the law, ensuring that you stay out of court and out of conflict.

After a tragedy in our family, Eileen took the time to meet with us and provide guidance on next steps. She was kind and empathetic and helped us feel in control during a very difficult time.

Jann M.