Our process

Predictable, paced, and clear

Estate planning, family law, and immigration matters all benefit from a clear process with predictable touchpoints. Here’s ours.

The estate planning process

From consultation to plan in place

1
Week 1
Free 60-minute consultation
We discuss your family, assets, goals, and concerns. You leave with a clear sense of which approach fits and what it would cost.
2
Week 2
Engagement + flat fee
Written engagement with a flat fee. No hourly meter. You know exactly what the plan costs before we start.
3
Weeks 2–4
Information gathering
We collect what we need — asset list, beneficiary designations, prior documents. Most of this happens via secure portal at your pace.
4
Weeks 3–6
Drafting
We prepare your documents. Most plans are first-draft within 2–3 weeks of engagement.
5
Weeks 5–7
Review meeting
We walk through every document with you, in plain language. Edits incorporated; second draft within a week.
6
Weeks 6–8
Signing
Documents signed in our office. Witness + notary handled. You leave with originals + secure digital copies.
7
Weeks 8–12
Trust funding (if applicable)
For trust plans: we coordinate retitling assets to the trust. This is the step most other firms drop the ball on; we don’t.

The family-law process

1
Phase 1
Initial consultation + case review
We assess the situation — collaborative, mediated, or contested? Different approaches require different planning.
2
Phase 2
Engagement + planning
Written engagement. Most matters quoted as a flat fee with hourly overage clearly defined.
3
Phase 3
Filing + early case management
Petition, response, financial disclosures, temporary orders if needed.
4
Phase 4
Mediation or negotiation
Most matters resolve in mediation. We come prepared with positions, financial analysis, and parenting plans.
5
Phase 5
Final orders + post-decree
Final decree drafted, signed by court. We handle any post-decree modifications when needed.

What we do differently

We listen first

Every matter starts with understanding your situation, not pushing a solution.

Plain language, always

We explain every document, term, and decision in plain English. No legal jargon without translation.

Flat fees on most matters

80% of our matters are flat-fee. Predictable cost is part of the calm we offer.

Secure client portal

Document review, signing, and communication all in one secure portal. No game-of-emails.

Annual reviews

Estate plans need updates as life changes. We include a free annual review for every estate-planning client.

Real continuity

The attorney you sign with is the attorney who handles your matter. Not a paralegal-run handoff.