Our Process
When a client first calls our office, they may not know exactly what services they need or where to start. We are here to help you navigate the process and to determine your exact needs.
FIRST CONTACT
We start every client file with a conversation. This conversation helps us understand how we can best help you. After the initial conversation, we will likely ask you to complete a questionnaire and to gather any relevant documents.
INITIAL CONSULTATION
Here we begin to get into the details of your individual situation. We review your file with you, recommend documents and services, and proceed when you are ready.
PREPARING THE PAPERWORK
Now we take time to prepare any and all of your legal documents.
DOCUMENT REVIEW
Once we have your documents ready, the next step is to review them with you. We will walk you through all of the documents step by step.
SIGNING & COMPLETION
With the paperwork fully reviewed and any edits and revisions made, the next step is to execute the documents. We have multiple notaries and witnesses available to you so that the documents can be executed right in our office.