How we work.
Six steps · four weeks for a standard plan · annual reviews for three years included. The same attorney from consultation to signing to administration. No relationship-manager handoff.
- STEP-01Week 0
Free 30-minute consultation
An actual conversation, not an intake script. We listen for the structure of your family — children, blended-family questions, special-needs considerations, real estate, business interests. We sketch a recommended plan and a written flat-fee quote on the spot.
- STEP-02Week 1
Engagement letter + intake worksheet
If you want to move forward, the engagement letter goes out the same day. A short worksheet captures the asset, beneficiary, and fiduciary information. We do not begin drafting until conflict-clearance is complete.
- STEP-03Weeks 2 — 3
Drafting + design review
Founder Mira Aspen drafts every plan personally. We circulate the package electronically with margin annotations explaining each major election. A 60-minute design-review call follows so changes happen before signing.
- STEP-04Week 4
Signing + funding
We host the signing in our Boulder office or coordinate at a notary closer to you. Funding instructions follow: deed transfers, beneficiary form updates, and a one-page asset-titling map.
- STEP-05Years 1 — 3
Annual review · 3 years included
Every plan we draft is reviewed annually for life events. The first three reviews are included in the original flat fee; thereafter we charge a modest review fee.
- STEP-06When needed
Quiet succession
When the plan is needed for real, we represent the trustee or personal representative through administration — without re-quoting fees the family is already grieving through.
