Discovery Call
A complimentary 15-minute call to discuss your goals, answer general questions about the planning process, and determine whether Evergreen Legacy Law is a good fit for your needs.
How We Work Together
Thoughtful Planning, Step by Step.
Estate planning is one of the most important investments you can make in your family and your future. Our process is designed to make planning approachable, organized, and meaningful, with guidance every step of the way.
The Process
What to Expect
Planning Session
A working meeting focused on your family, assets, goals, concerns, and priorities. Together, we will explore your options and design a plan that reflects your wishes and values.
Signing Session
Once your documents have been prepared, we will meet to review and sign your estate planning documents. Witnesses and notary services will be coordinated as needed.
Wrap-Up Meeting
We will review your completed plan, discuss funding recommendations and next steps, answer questions, and ensure you feel confident moving forward.
Ongoing Relationship
Planning That Evolves With You
Estate planning is not a one-time event. Families grow, circumstances change, and plans should evolve over time. Evergreen Legacy Law includes a complimentary three-year review and remains available as a trusted resource as life changes.
Ready to Get Started?
Every plan begins with a conversation. Schedule a complimentary Discovery Call to learn more about the process and determine whether Evergreen Legacy Law is the right fit for you and your family.
Schedule a Discovery Call