The estate planning process at the firm commences with the initial interview, during which the client and the attorney discuss family dynamics and identify individuals in the client’s life whom they trust as potential trustees. The focus extends beyond financial matters to include considerations about medical decisions. The discussion at this stage does not delve deeply into asset specifics; instead, it centers around topics like the nature of the client’s children or, if applicable, thoughts about leaving assets to charity, the alma mater, or religious organizations.

Following the initial meeting, the attorney proceeds to draft the necessary documents. The client returns for the signing meeting, where they go through all the documents. Subsequently, there is a funding meeting, during which the client is guided through the process of designating beneficiaries and titling assets into the trust. The attorney provides support in preparing deeds for the client during this meeting.