About the Firm > The System
- Initial Meeting
- Plan Preparation and Follow Through
- Review and Signing
- Implementation and Monitoring
Initial Meeting: In the Initial Meeting, we get to know one another to determine your goals, and concerns, and provide our recommendations to meet your needs.
Plan Preparation and Follow Through: In this phase, we prepare your documents for you and work with you to ensure you understand the planning.
Review and Signing: At this stage of the process, we meet with you to review your documents, answer any questions, and properly sign them.
Implementation and Monitoring: After signing, we implement any planning associated with the legal service we provided, and monitor your situation to determine if you need any further advice.